Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,003,143
-$15,027,203 QoQ
Shares Held
155,094
-14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $171,999,890 across 12 Semiconductors names. AVGO ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
155,094 | $48,003,143 | |
| 2 | ADI |
Analog Devices Inc
|
150,259 | $47,803,397 | |
| 3 | NVDA |
Nvidia Corp
|
228,679 | $39,881,617 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
105,910 | $9,824,211 | |
| 5 | SITM |
SITIME Corp
|
25,137 | $8,681,062 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,543 | $8,115,104 | |
| 7 | RMBS |
Rambus Inc
|
84,930 | $7,306,527 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
18,660 | $2,095,331 |
All Filings in AVGO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,013,900 | 18,772 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,940 | 75 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,720 | 105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,229 | 75 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,505 | 75 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,811 | 75 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,193 | 75 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $666 | 15 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||