Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,720,913
+$16,399,233 QoQ
Shares Held
237,514
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#555
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$566,625
CallShares
1,500
PutValue
$188,875
PutShares
500
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, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $207,562,960 across 7 Semiconductors names. AVGO ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
475,444 | $95,131,589 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
237,514 | $89,720,913 | |
| 3 | QCOM |
Qualcomm Inc/De
|
76,418 | $14,121,281 | |
| 4 | TXN |
Texas Instruments Inc
|
22,589 | $6,733,103 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
5,217 | $1,554,092 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
530 | $253,112 | |
| 7 | INTC |
Intel Corp
|
350 | $48,870 |
All Filings in AVGO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,625 | 1,500 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $89,720,913 | 237,514 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $188,875 | 500 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $73,321,680 | 236,896 | Shares | Defined | 2026-05-14 | |
| 2026-03-31 | $309,510 | 1,000 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $309,510 | 1,000 | Call | Defined | 2026-05-14 | |
| 2025-12-31 | $77,299,358 | 223,344 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $74,330,372 | 225,305 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $69,304,749 | 251,423 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $44,763,247 | 267,355 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $57,401,729 | 247,592 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $43,200,727 | 250,439 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $39,624,479 | 24,680 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,339,960 | 22,891 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,950,580 | 23,248 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $18,672,268 | 22,481 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $19,555,341 | 22,544 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $15,214,762 | 23,716 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,265,642 | 25,514 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,457,588 | 28,057 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,386,291 | 29,613 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $19,289,617 | 30,634 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,537,214 | 30,864 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,588,149 | 30,083 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,146,068 | 25,472 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,777,662 | 21,088 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,964,491 | 18,190 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,234,608 | 17,113 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,216,865 | 13,361 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $611,243 | 2,578 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||