Bowie Capital Management, LED by Chief Investment Offer Cory Whitaker, INCREASED ITS POSITION IN BROADCOM By 78,670 SHARESExtending The Hedge Fund’s Exposure to A Core Benefiery of Ai Data Center Buildouts and Network Acceleration.
The Move Follows Substaned Inte interest from Institutional Managers in Ai-Linked Semiconductors and Infrastructure Software, with Broadcom’s Positioning in Custom Accelerators and Networking Viewed As a Key Lever for Multi-andar Growth.
Tipranks’ Hedge Fund Flow Data Show Mixed Positioning in Broadcom Over The Last QuarterThough Select Managers Continue to Add Exposure, Underscoring The Debate Between Near-Term Margin Dynamics and Longer-Term AI Monetization Pathways.
Broadcom’s Fundares Remain Anchored by ITS DUAL ENGINES – SOLUTIONS AND INFRASTRUCTURE SOFTWARE – WHILA INVESTOR FOCUS CENTERS ON A AI NETWORKING DEMAND, XPU PROGRAMS, AND VMWARE INTEGRATION MILESONS.
Whitaker, Who Founded Bowie Capital in 2014 and Serves As Cio, Is Known for A Concentrated, Quality-Driven Approach, With A Track Record Spanning Public Equities and Private Investments-Context that Helps Frame the Fund’s conviction on Compounders tied to secular Technology Shifts.
The Latest Stake Increase Aligns with Asis that AI Infrastructure Spend Remains Resilient As Hyperscalers Scale Compute and Networking Capacity, Even as Broader Hedge Fund Activity Shows Rotation and Dispersion Across Chip-Related Holdings.
