Broadcom Investor Lowers Stake in Semiconductor Giant

Te Ahumairangi Investment Management Ltd reduces holdings in Broadcom Inc. by 24.6% in Q3 2025

Mar. 13, 2026 at 3:54pm

Te Ahumairangi Investment Management Ltd, an institutional investor, has reduced its holdings in semiconductor manufacturer Broadcom Inc. (NASDAQ:AVGO) by 24.6% during the third quarter of 2025. The firm now owns 21,083 shares of Broadcom's stock, valued at approximately $6.96 million, making it the 24th largest holding in Te Ahumairangi's portfolio.

Why it matters

Broadcom is a major player in the semiconductor industry, providing components and solutions for a wide range of markets, including communications, enterprise, and cloud storage. Changes in institutional ownership of Broadcom's stock can provide insights into investor sentiment and market trends surrounding the company.

The details

According to the filing, Te Ahumairangi Investment Management Ltd sold 6,892 shares of Broadcom during the third quarter, reducing its total holdings in the company by 24.6%. The firm now owns 21,083 shares of Broadcom's stock, which represents approximately 1.2% of its overall portfolio.

  • Te Ahumairangi Investment Management Ltd filed the report with the Securities and Exchange Commission on March 13, 2026.
  • The changes in ownership occurred during the third quarter of 2025.

The players

Te Ahumairangi Investment Management Ltd

An institutional investment firm that owns a stake in Broadcom Inc.

Broadcom Inc.

A global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for a broad range of markets.

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The takeaway

The reduction in Te Ahumairangi Investment Management Ltd's stake in Broadcom suggests a shift in the firm's investment strategy or portfolio allocation, which could be driven by various factors such as market conditions, risk management, or a change in the firm's investment thesis for Broadcom. However, without further information, it's difficult to determine the specific reasons behind the decision to lower the position.