Current position

David Tepper’s Broadcom (AVGO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2019Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares275.10KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Broadcom in Q3 2019. After an earlier exit, the position later appeared again in a verified filing. The reported position was reduced across later filings. Appaloosa LP currently reports 150.00K shares. The latest verified filing showed: New position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
New position+150.00K shares · 150.00K shares reported
Filing context

Quarter-end price $377.75 · Estimated holding basis $377.75

Q2 2025
Sold the entire position−130.00K shares · No shares reported at quarter-end
Q1 2025
New position+130.00K shares · 130.00K shares reported
Filing context

Quarter-end price $167.43 · Estimated holding basis $167.43

Q3 2023
Sold the entire position−120.00K shares · No shares reported at quarter-end
Q2 2023
New position+120.00K shares · 120.00K shares reported
Filing context

Quarter-end price $867.43 · Estimated holding basis $867.43

Q3 2020
Sold the entire position−200.00K shares · No shares reported at quarter-end
Portfolio importance

How important is Broadcom in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.8%Q2 2026
Current rank#19of 25 reported positions
Peak portfolio weight2.2%Q3 2019
Best historical rank#11Q3 2019
At peak importanceQ3 2019
AVGO
2.2%
Largest holding
15.9%
Cross-investor discovery

Who else owns Broadcom?

Also reported by 5 other tracked investors in their latest verified filings.

Chase ColemanTiger Global Management LLC
AVGO2.8% of reported portfolio
Ray DalioBridgewater Associates, LP
AVGO2.0% of reported portfolio
Cathie WoodARK Investment Management
AVGO1.0% of reported portfolio
Explore Broadcom across all tracked investors →
MarketInsiderLab research

Connected research on Broadcom

Only published MIL research mapped to the exact stock identity is shown here.

MARKET RADARAI Networking Revenue Is Surging. Which Stocks Are Capturing It?Sep 7, 2026

AI networking demand is rising across chips, Ethernet fabrics and optical transport. We compare Broadcom, Arista, Ciena and…

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$357.612026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$377.75Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$377.75Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Broadcom stock page →

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.