Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,271,682
+$1,978,954 QoQ
Shares Held
29,839
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
#1,427
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $67,643,807 across 11 Semiconductors names. AVGO ranks #4 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
14,705 | $16,973,834 | |
| 2 | NVDA |
Nvidia Corp
|
75,720 | $15,150,814 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
23,829 | $11,380,015 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
29,839 | $11,271,682 | |
| 5 | MCHP |
Microchip Technology Inc
|
60,762 | $5,541,494 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
2,059 | $2,846,279 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
3,548 | $2,061,068 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
5,077 | $776,577 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,271,682 | 29,839 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,292,728 | 30,024 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,763,129 | 36,877 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,304,983 | 37,298 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,647,590 | 42,255 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,204,118 | 37,055 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,640,834 | 41,584 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,131,632 | 52,937 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,482,014 | 5,283 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,051,181 | 5,320 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,114,977 | 6,374 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,294,947 | 6,375 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,590,586 | 6,445 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,563,434 | 8,672 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,807,399 | 8,598 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $3,780,745 | 8,515 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,129,870 | 8,501 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,328,981 | 8,463 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,606,744 | 8,426 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,086,990 | 8,428 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,011,178 | 8,412 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,900,307 | 8,412 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,684,945 | 8,416 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,055,551 | 8,387 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,694,678 | 8,538 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,629,439 | 11,090 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||