Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,131,484
+$3,128,341 QoQ
Shares Held
135,358
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#728
of 4,764 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $204,012,538 across 11 Semiconductors names. AVGO ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
135,169 | $53,685,071 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
135,358 | $51,131,484 | |
| 3 | NVDA |
Nvidia Corp
|
222,332 | $44,486,409 | |
| 4 | SITM |
SITIME Corp
|
16,670 | $12,428,485 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
79,865 | $12,216,150 | |
| 6 | MU |
Micron Technology Inc
|
8,964 | $10,347,055 | |
| 7 | SMTC |
Semtech Corp
|
60,445 | $9,783,023 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
25,396 | $9,659,876 |
All Filings in AVGO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,131,484 | 135,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,003,143 | 155,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,030,346 | 182,116 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,731,426 | 211,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,091,916 | 214,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,519,501 | 134,501 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $43,870,155 | 189,226 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $32,581,972 | 188,881 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,139,008 | 18,772 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $99,405 | 75 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $117,206 | 105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,293 | 75 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $65,057 | 75 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,115 | 75 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,934 | 75 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,660 | 15 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||