Manager × security

Balyasny Asset Management L.P. AVGO holdings history

Who else holds this security? →

BROADCOM INC · CUSIP 11135F101 · CIK 1218710

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Balyasny Asset Management L.P. reported 157.24K AVGO (shares), valued at $59.40M, or 0.11% of its reported non-derivative portfolio. Filed 2026-08-14.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.11%
Shares
157.24K
157,244
Reported value
$59.40M
USD

Shares decreased 68.34%; reported value decreased 61.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.11%157,244SEC filing ↗Filed Aug 14, 2026Combination report
Q1 20260.30%496,654SEC filing ↗Filed May 15, 2026Combination report
Q4 20250.97%1,491,576SEC filing ↗Filed Feb 17, 2026Combination report
Q3 20250.39%586,538SEC filing ↗Filed Nov 14, 2025Combination report
Q2 20250.80%1,274,868SEC filing ↗Filed Aug 14, 2025Combination report
Q1 20250.15%365,679SEC filing ↗Filed May 15, 2025Combination report
Q4 20240.62%1,150,885SEC filing ↗Filed Feb 14, 2025
Q3 20240.02%42,030SEC filing ↗Filed Nov 14, 2024
Q2 20240.61%147,808SEC filing ↗Filed Aug 14, 2024
Q1 20240.95%279,683SEC filing ↗Filed May 13, 2024
Q4 20230.01%3,612SEC filing ↗Filed Feb 14, 2024
Q3 20230.02%6,746SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.02%6,746$5.60MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20230.01%3,612$4.03MShares decreased 46.46%; reported value decreased 28.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20240.95%279,683$370.69MShares increased 7643.16%; reported value increased 9094.06%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2024
Q2 20240.61%147,808$237.31MShares decreased 47.15%; reported value decreased 35.98%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20240.02%42,030$7.25MShares decreased 71.56%; reported value decreased 96.94%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2024
Q4 20240.62%1,150,885$266.82MShares increased 2638.25%; reported value increased 3580.20%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20250.15%365,679$61.23MShares decreased 68.23%; reported value decreased 77.05%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20250.80%1,274,868$351.42MShares increased 248.63%; reported value increased 473.97%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20250.39%586,538$193.50MShares decreased 53.99%; reported value decreased 44.94%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20250.97%1,491,576$516.23MShares increased 154.30%; reported value increased 166.78%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 17, 2026
Q1 20260.30%496,654$153.72MShares decreased 66.70%; reported value decreased 70.22%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20260.11%157,244$59.40MShares decreased 68.34%; reported value decreased 61.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
Balyasny Asset Management L.P. · BROADCOM INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1218710","quarter":"2026Q2","cusip":"11135F101"}

get_institutional_manager_history
{"cik":"1218710","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.