Position in AVGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$834,923,962
-$387,375,603 QoQ
Shares Held
2,697,567
-23.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
6.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,618,400,421 across 8 Semiconductors names. AVGO ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
2,697,567 | $834,923,962 | |
| 2 | NVDA |
Nvidia Corp
|
4,104,247 | $715,780,676 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
174,686 | $59,035,133 | |
| 4 | LASR |
Nlight, Inc.
|
89,791 | $5,119,882 | |
| 5 | SITM |
SITIME Corp
|
7,101 | $2,452,330 | |
| 6 | SMTC |
Semtech Corp
|
6,553 | $503,860 | |
| 7 | SKYT |
SkyWater Technology, Inc
|
12,715 | $348,518 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,063 | $236,060 |
All Filings in AVGO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||