By Usman Kabir
Publication Date: 2026-05-13 19:50:00
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Broadcom Inc. (NASDAQ:AVGO) ranks 2nd on this list.
Broadcom Inc. (NASDAQ:AVGO) has consistently featured in the 13F portfolio of Rokos Capital Management since the second quarter of 2024. Back then, this position comprised 1.4 million shares. By late 2024, the fund had trimmed the stake down to around 500,000 shares. However, it started buying the stock again in 2025. Filings for the fourth quarter of 2025 show that the fund owned over 1.1 million shares in the company, up close to 25% compared to filings for the previous quarter. Broadcom designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Broadcom Inc. (NASDAQ:AVGO) has emerged as the premier provider of custom AI accelerators and high-performance networking silicon, which are essential for scaling the largest…
