Jensen Strategy Adds Broadcom for AI Build-Out as Shares Jump 70.7%
Jensen Quality Growth Equity Strategy initiated a new position in Broadcom in Q4 2025, citing its custom AI accelerators, Ethernet switches, routers and optical components as foundational to global AI build-out. Broadcom shares closed at $332.77 on March 5, 2026, with a 52-week gain of 70.69% and a $1.578 trillion market cap.
1. Portfolio Positioning
In its Q4 2025 letter, Jensen Quality Growth Equity Strategy initiated a position in Broadcom, viewing the company as a core supplier in the global AI build-out alongside Amazon and Motorola Solutions. The strategy returned –0.55% (net) versus the S&P 500’s 2.66% in the quarter.
2. AI Infrastructure Leadership
Broadcom’s custom AI accelerators and co-developed systems with hyperscalers, along with high-speed Ethernet switches, routers and optical components, form the foundation of large AI clusters and expose the company to multiple structural growth drivers in compute, high-bandwidth networking and Ethernet-based fabrics.
3. Recent Stock Performance
Broadcom shares closed at $332.77 on March 5, 2026, reflecting a one-month return of –0.05% and a 52-week gain of 70.69%. The company’s market capitalization stands at $1.578 trillion.
4. Hedge Fund Interest
Broadcom ranks eighth among 40 most popular hedge fund stocks heading into 2026, with 202 funds holding positions at the end of Q4 2025, up from 183 in the prior quarter.