Current position

Joel Greenblatt’s Broadcom (AVGO) position

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

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2019Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares345.27KHighest verified quarter-end share count
Quarters reported26Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Broadcom in Q2 2019. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 337.85K shares. The latest verified filing showed: Sold 2.2% of the 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
Sold 2.2% of the position−7.43K shares · 337.85K shares remained
Filing context

Quarter-end price $377.75 · Estimated holding basis $140.60

Q1 2026
Bought 3.5% more+11.62K shares · 345.27K shares reported after the change
Filing context

Quarter-end price $309.51 · Estimated holding basis $140.60

Q4 2025
Bought 3.8% more+12.36K shares · 333.65K shares reported after the change
Filing context

Quarter-end price $346.10 · Estimated holding basis $134.72

Q3 2025
Bought 17.7% more+48.28K shares · 321.30K shares reported after the change
Filing context

Quarter-end price $329.91 · Estimated holding basis $126.59

Q2 2025
Bought 1.1% more+2.94K shares · 273.02K shares reported after the change
Filing context

Quarter-end price $275.65 · Estimated holding basis $90.63

Q1 2025
Bought 25.5% more+54.82K shares · 270.08K shares reported after the change
Filing context

Quarter-end price $167.43 · Estimated holding basis $88.62

Portfolio importance

How important is Broadcom in Gotham Asset Management’s reported portfolio?

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

Current portfolio weight0.3%Q2 2026
Current rank#17of 1791 reported positions
Peak portfolio weight0.5%Q4 2023
Best historical rank#11Q3 2025
At peak importanceQ4 2023
AVGO
0.5%
Largest holding
8.7%
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$140.60Historical 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 Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. 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.