Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,198,506
+$87,717,328 QoQ
Shares Held
956,184
+8.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#272
of 4,764 holders
Holding Since
Dec 2023
11 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, 2026&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. AVGO ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,989,211 | $598,111,228 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
956,184 | $361,198,506 | |
| 3 | MU |
Micron Technology Inc
|
214,598 | $247,708,325 | |
| 4 | ADI |
Analog Devices Inc
|
218,626 | $86,831,688 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
151,689 | $72,442,115 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
121,087 | $70,340,649 | |
| 7 | QCOM |
Qualcomm Inc/De
|
285,912 | $52,833,678 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
123,062 | $36,658,939 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,198,506 | 956,184 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,481,178 | 883,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,072,049 | 861,231 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $248,438,725 | 753,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $192,137,697 | 697,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,273,411 | 557,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,626,786 | 481,482 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,967,247 | 278,071 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,631,574 | 5,999 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,998,718 | 1,508 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $878,488 | 787 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||