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Compounder

Broadcom Inc

Held by 11 superinvestors (AVGO).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Valuation

Valuation · two methods

Earnings Power & Asset Floor

Two intrinsic-value methods and a tangible asset floor — deterministic, not price forecasts or recommendations.

Above fair valueLittle to no margin of safety today.
margin of safety
fair value
above fair value
$360
cheaper$27 – $49 value estimatepricier

Broadcom Inc (AVGO): A conservative earnings-power estimate, $27–$49 / sh; today’s price sits above it (price $360 as of 2026-07-02).

Model cautions

  • Owner-earnings yield diverges sharply from the 10-year Treasury (over 300 bps).
  • The DCF result diverges from a zero-growth sanity check (over 50%).
  • Growth nearly matches the discount rate — the estimate is sensitive to assumptions.

An observation from two valuation methods — not investment advice, not a buy/sell signal, and not a price target.

Price as of 2026-07-02 · yahoo · DGS10 4.4% @ 2026-06-25.

Method & numbers

Owner-earnings DCF $27.42 – $49.29 · Greenwald zero-growth $38.94 · zero-growth base $38.94

Moat Not assessable · terminal value 43% of present value · owner-earnings yield 1% vs 10Y 4.4%.

Graham earnings-power value (normalized NOPAT)$30.02 – $38.94 / sh

Normalized NOPAT = average operating margin over the years shown × latest-year revenue × (1 − normalized tax); then + D&A − maintenance capex (write A). Unlevered (pre-interest, attributable to all capital). Capitalized at the 9–11% rate band (read as a WACC proxy). Enterprise → equity bridge applied: + cash − total debt.

Years: 2025, 2024, 2023, 2022, 2021

v1 simplifications: Maintenance capex (degraded) deducted in full cash (write A): EPV = (NOPAT + D&A − maintenance capex) / WACC; no tax shield on the capex term. Maintenance-capex methods diverge by 78% (> 50%); estimate is degraded. Share-based compensation is left as a real expense (not added back).

Buffett owner-earnings value$23.23 – $28.39 / sh

Owner earnings = average net income + average D&A − maintenance capex (zero-growth floor; no ΔNWC). Levered (starts from net income, already after interest — an equity-holder stream). Capitalized at the 9–11% rate band (read as a cost-of-equity proxy). No enterprise→equity bridge: the capitalized result is already equity value (subtracting debt would double-count interest).

Years: 2025, 2024, 2023, 2022, 2021

v1 simplifications: Owner earnings = net income + D&A − maintenance capex (degraded); the working-capital change is excluded (maintenance ΔNWC ≈ 0; growth ΔNWC is carried in growth value, not double-counted). One-time items are not separately normalized (multi-year averaging smooths them partially). Share-based compensation is left as a real expense (not added back); see the SBC/OE disclosure. Capitalized at the same 9–11% band as a cost-of-equity proxy (theoretically the cost of equity is higher; v2 simplification, v3 to refine).

Asset floor: Reproduction value = tangible net assets (equity − goodwill − intangibles) + capitalized R&D (5y straight-line), ÷ diluted shares.

Moat reading: Franchise test compares earnings power (EPV) against reproduction value (tangible net assets + capitalized R&D). EPV well above reproduction value signals a moat; near it, a commodity; below it, value destruction. A directional reading, not a verdict.

Growth value gated to zero — no moat / ROIIC ≤ WACC, so no growth value is credited.

Window FY 2025, 2024, 2023, 2022, 2021 · discount band 9%11% · normalized tax 10% (Average effective tax rate over 5 year(s), capped at the statutory 21%.) · diluted shares.

Owner-earnings DCF: growth g₁ 10% · OE FY 2025, 2024, 2023, 2022, 2021 · Discount band: 8.90%–12.00% (DGS10 +4.5% to a 12% strict end, as of 2026-06-25). No enterprise→equity bridge: owner earnings already flow to shareholders (post-interest), so no net cash is added and no debt subtracted — matching the engine owner-earnings lamp.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

11 superinvestors hold it · $3.87B combined

This quarter2 opened4 added4 trimmed1 exited

Largest holder William von Mueffling

Held by 11 superinvestors of Broadcom Inc (AVGO); this quarter 2 opened, 4 added, 4 trimmed, 1 exited (as of 2026-03-31).

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

Show all 11 holders
Exited this quarter (1)

Ownership overview

Broadcom Inc (AVGO) is held by 11 of the superinvestors tracked on Compounder, with a combined $3.87B in reported 13F value. The largest position belongs to William von Mueffling, where it makes up 8.3% of the portfolio.

Other notable holders by value include Chase Coleman (4.9% of its book), Polen Capital (5.8% of its book) and Ray Dalio (2.5% of its book).

Over the latest quarter, 2 of the tracked filers opened a new position in AVGO, 4 added to existing ones, 4 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 6 → 11.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker
AVGO
Total value held
$3.87B
Largest holder
William von Mueffling
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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