Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 445,649 2.72 Add 149.75% 1.63 $289.96–360.66 · VW $324.55i $137,932,822 SEC
2025   Q4 178,441 0.97 Buy 0.97 $321.42–414.61 · VW $364.72i $61,758,430 SEC
Price snapshot:
Current price$384.05
Avg. buy price$324.16
+/- since buy18.48%
52-week low$267.62
52-week high$494.22