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OSTERWEIS CAPITAL MANAGEMENT INC

Position in AVGO — Broadcom Inc.

CIK 1007524 SAN FRANCISCO, CA

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, 2026

OSTERWEIS 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

All Filings in AVGO

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15 filing rows on record
Report Date Value (USD) Shares
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 $3,013,900 18,772
2024-03-31 $9,940 75
2023-12-31 $11,720 105
2023-09-30 $6,229 75
2023-06-30 $6,505 75
2023-03-31 $4,811 75
2022-12-31 $4,193 75
2022-09-30 $666 15