Baron Fund released its Q4 2025 letter for “Baron Durable Advantage Fund”, reporting a 2.6% return in the fourth quarter and a 16.6% return for 2025. The Fund focuses on investing in high-quality, large-cap companies with solid competitive advantages. Broadcom Inc. (NASDAQ: AVGO) was highlighted as a notable contributor in the investor letter, with a one-month return of 0.16% and a market capitalization of $1.614 trillion. The company’s shares rose 5.0% in the fourth quarter, ending 2025 up 50.6%, driven by strong momentum in AI. AVGO is ranked 12th on the list of 30 Most Popular Stocks Among Hedge Funds, with 183 hedge fund portfolios holding the stock at the end of the third quarter.

Read more at Yahoo Finance: Broadcom (AVGO) Rallied on Strong AI Momentum