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OSTERWEIS CAPITAL MANAGEMENT INC

Position in AVGO — Broadcom Inc.

CIK 1007524 SAN FRANCISCO, CA

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, 2026

OSTERWEIS 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
2 AVGO
Broadcom Inc.
This page
135,358 $51,131,484

All Filings in AVGO

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $51,131,484 135,358
2026-03-31 $48,003,143 155,094
2025-12-31 $63,030,346 182,116
2025-09-30 $69,731,426 211,365
2025-06-30 $59,091,916 214,373
2025-03-31 $22,519,501 134,501
2024-12-31 $43,870,155 189,226
2024-09-30 $32,581,972 188,881
2024-06-30 $30,139,008 18,772
2024-03-31 $99,405 75
2023-12-31 $117,206 105
2023-09-30 $62,293 75
2023-06-30 $65,057 75
2023-03-31 $48,115 75
2022-12-31 $41,934 75
2022-09-30 $6,660 15