&PARTNERS

Position in AVGO — Broadcom Inc.

CIK 107136 NASHVILLE, TN

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$273,481,178

-$24,590,871 QoQ

Shares Held

883,594

+2.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. AVGO ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,643,834	$461,084,649
2	AVGO	Broadcom Inc. This page	883,594	$273,481,178
3	MU	Micron Technology Inc	193,267	$65,293,323
4	ADI	Analog Devices Inc	200,642	$63,832,245
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	131,020	$44,278,209
6	QCOM	Qualcomm Inc/De	290,530	$37,414,453
7	AMD	Advanced Micro Devices Inc	120,016	$24,414,854
8	TXN	Texas Instruments Inc	92,062	$17,872,916

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$273,481,178	883,594	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$298,072,049	861,231	+14.4%	Shares	Sole	2026-02-17
2025-09-30	$248,438,725	753,050	+8.0%	Shares	Sole	2025-11-14
2025-06-30	$192,137,697	697,035	+25.1%	Shares	Sole	2025-08-14
2025-03-31	$93,273,411	557,089	+15.7%	Shares	Sole	2025-05-15
2024-12-31	$111,626,786	481,482	+73.2%	Shares	Sole	2025-02-14
2024-09-30	$47,967,247	278,071	+4535.3%	Shares	Sole	2024-11-14
2024-06-30	$963,157	5,999	+297.8%	Shares	Sole	2024-07-24
2024-03-31	$199,871	1,508	+91.6%	Shares	Sole	2024-04-11
2023-12-31	$87,848	787	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.