Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$740,468,949
-$94,455,013 QoQ
Shares Held
1,960,209
-27.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
6.44%
of 13F equity value
Holder Rank
#168
of 4,763 holders
Holding Since
Sep 2025
4 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, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,794,869,781 across 10 Semiconductors names. AVGO ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,978,446 | $796,047,260 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,960,209 | $740,468,949 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
501,210 | $239,362,859 | |
| 4 | LASR |
Nlight, Inc.
|
133,448 | $9,290,649 | |
| 5 | SITM |
SITIME Corp
|
5,555 | $4,141,585 | |
| 6 | SMTC |
Semtech Corp
|
13,353 | $2,161,183 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
38,219 | $1,844,066 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
2,048 | $778,997 |
All Filings in AVGO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,468,949 | 1,960,209 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $834,923,962 | 2,697,567 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,222,299,565 | 3,531,637 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,479,928,093 | 4,485,854 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||