BroadcomD.E. Shaw’s August 14, 2026 13F-HR (period ending June 30) shows a first-time $912.4M stake in SPCX (SpaceX) and a 58.3% trim of its Broadcom position. Shaw still held 2,722,161 Broadcom shares valued at about $1.03B. Broadcom reported Q2 FY2026 revenue of $22.2B, up 48% year over year, with AI semiconductor revenue up 143%.
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