Broadcom (AVGO): Brasada Capital Management’s Best Year-To-Date Performer

1 week ago 9

Soumya Eswaran

Fri, December 12, 2025 astatine 8:08 AM CST 3 min read

Brasada Capital Management, an concern absorption company, released its Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the letter, the steadfast noted that the marketplace entered the 4th fourth with equities adjacent all-time highs and monetary argumentation easing. The steadfast besides believes that this momentum could persist adjacent though determination are indications that a superior expenditure bubble exists. Further, the steadfast continues to put selectively successful companies with coagulated moats and currency flows, portion steering wide of balance-sheet risks. In addition, you tin cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brasada Capital Management highlighted stocks specified arsenic Broadcom Inc. (NASDAQ:AVGO). Broadcom Inc. (NASDAQ:AVGO) is simply a starring exertion institution that designs and develops assorted semiconductor and infrastructure bundle solutions. The one-month instrumentality of Broadcom Inc. (NASDAQ:AVGO) was 18.66%, and its shares gained 80.77% of their worth implicit the past 52 weeks. On December 11, 2025, Broadcom Inc. (NASDAQ:AVGO) banal closed astatine $406.37 per share, with a marketplace capitalization of $1.919 trillion.

Brasada Capital Management stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its 3rd 4th 2025 capitalist letter:

"We added Broadcom Inc. (NASDAQ:AVGO) to Equity Income successful April; it has been our champion year-to-date performer. A mega headdress semiconductor conglomerate, Broadcom sells chiefly plan and captious components for leading-edge chips arsenic good arsenic data-center infrastructure software. We judge the existent combat successful AI is betwixt Nvidia and Broadcom. With a caller inflection underway, Broadcom is positioned to beryllium the #2—if not #1—winner implicit the adjacent decade.