Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,190,653
+$13,587,089 QoQ
Shares Held
222,874
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
5.19%
of 13F equity value
Holder Rank
#572
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $462,631,227 across 12 Semiconductors names. AVGO ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,030,731 | $206,238,965 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
222,874 | $84,190,653 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
95,932 | $55,727,858 | |
| 4 | MU |
Micron Technology Inc
|
46,595 | $53,784,142 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
64,001 | $19,065,257 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
43,683 | $11,879,591 | |
| 7 | ADI |
Analog Devices Inc
|
28,312 | $11,244,677 | |
| 8 | SMTC |
Semtech Corp
|
46,095 | $7,460,475 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,190,653 | 222,874 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $70,603,564 | 228,114 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $79,752,861 | 230,433 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $69,778,934 | 211,509 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $57,077,191 | 207,064 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $34,229,389 | 204,440 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,005,476 | 194,123 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $31,629,082 | 183,357 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,911,783 | 12,402 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $15,846,601 | 11,956 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,008,777 | 11,654 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $9,432,897 | 11,357 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,795,019 | 11,292 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,302,649 | 11,383 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,433,349 | 11,506 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,164,724 | 11,632 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,727,214 | 11,789 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,692,170 | 12,216 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $9,072,199 | 13,634 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,853,514 | 14,133 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $6,836,454 | 14,337 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,747,643 | 14,553 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,347,949 | 14,498 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,031,375 | 19,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,169,227 | 19,547 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,665,179 | 19,676 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||