Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
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 843 <0.01 Add 1.93% <0.01 $289.96–360.66 · VW $324.55i $260,917 SEC
2025   Q4 827 <0.01 Buy <0.01 $321.42–414.61 · VW $364.72i $286,225 SEC
2023   Q1 0 0.00 Sell 100.00% 0.59 $55.00–64.85 · VW $60.27i SEC
2022   Q4 365,890 0.59 Reduce 13.01% 0.07 $41.51–58.56 · VW $51.04i $20,457,872 SEC
2022   Q3 420,610 0.52 Reduce 6.49% 0.04 $44.36–56.06 · VW $49.77i $18,676,000 SEC
2022   Q2 449,820 0.55 Reduce 33.68% 0.34 $48.07–63.67 · VW $55.63i $21,853,000 SEC
2022   Q1 678,220 1.02 Reduce 59.98% 1.49 $51.34–67.22 · VW $59.62i $42,706,000 SEC
2021   Q4 1,694,660 2.48 Add 18.02% 0.38 $47.28–67.78 · VW $57.78i $112,764,000 SEC
2021   Q3 1,435,920 1.57 Reduce 30.94% 0.63 $45.57–51.07 · VW $48.72i $69,632,000 SEC
2021   Q2 2,079,380 2.03 Reduce 9.93% 0.21 $41.91–48.96 · VW $46.41i $99,153,000 SEC
2021   Q1 2,308,710 2.12 Add 32.83% 0.52 $41.93–49.51 · VW $45.88i $107,046,000 SEC
2020   Q4 1,738,130 1.45 Reduce 2.05% 0.03 $34.44–43.85 · VW $39.20i $76,104,000 SEC
2020   Q3 1,774,560 1.22 Reduce 31.53% 0.47 $30.42–37.90 · VW $34.13i $64,651,000 SEC
2020   Q2 2,591,650 1.49 Reduce 38.97% 0.64 $21.97–32.81 · VW $28.28i $81,795,000 SEC
2020   Q1 4,246,420 1.63 Buy 1.63 $15.57–33.16 · VW $26.15i $100,683,000 SEC
Price snapshot:
Current price$384.05
Avg. buy price$345.41
+/- since buy11.19%
52-week low$267.62
52-week high$494.22