Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,413,077,000
+$317,216,609 QoQ
Shares Held
3,740,773
+5.7% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#107
of 4,778 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$110,260,000
PutShares
400,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Temasek Holdings (Private) Ltd holds $3,750,857,533 across 10 Semiconductors names. AVGO ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,404,723 | $1,681,701,025 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
3,740,773 | $1,413,077,000 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
860,962 | $256,471,970 | |
| 4 | MU |
Micron Technology Inc
|
133,006 | $153,527,495 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
415,508 | $112,997,400 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
279,200 | $61,703,200 | |
| 7 | QCOM |
Qualcomm Inc/De
|
195,386 | $36,105,378 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
25,102 | $14,582,002 |
All Filings in AVGO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,077,000 | 3,740,773 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,095,860,391 | 3,540,630 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $863,961,123 | 2,496,276 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $708,501,849 | 2,147,561 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $110,260,000 | 400,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $865,830,708 | 3,141,051 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $529,671,837 | 3,163,542 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $684,375,683 | 2,951,931 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $513,658,080 | 2,977,728 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $482,220,935 | 300,350 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $384,188,644 | 289,864 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $465,465,087 | 416,990 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,625,463 | 3,161 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||