Position in AVGO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$67,882,970
-$1,002,350 QoQ
Shares Held
219,324
+10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23.804964344987326.ToString("F0")%
Shared 0.ToString("F0")%
None 76.19503565501267.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026TODD ASSET MANAGEMENT LLC holds $297,520,628 across 7 Semiconductors names. AVGO ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXPI |
NXP Semiconductors N.V.
|
396,823 | $78,118,575 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
205,692 | $69,513,610 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
219,324 | $67,882,970 | |
| 4 | QCOM |
Qualcomm Inc/De
|
382,352 | $49,239,289 | |
| 5 | MU |
Micron Technology Inc
|
80,855 | $27,316,053 | |
| 6 | NVDA |
Nvidia Corp
|
20,010 | $3,489,744 | |
| 7 | ON |
On Semiconductor Corp
|
31,660 | $1,960,387 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,882,970 | 219,324 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $68,885,320 | 199,033 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $65,765,908 | 199,345 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $67,756,423 | 245,806 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,548,256 | 248,153 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $57,512,084 | 248,068 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $50,508,000 | 292,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,167,491 | 50,871 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,012,235 | 60,451 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,903,768 | 79,765 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,245,694 | 63,157 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,527,090 | 63,718 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,224,380 | 81,435 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,549,473 | 81,367 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,623,654 | 81,612 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,006,475 | 82,470 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,720,899 | 74,973 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,467,008 | 82,160 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,646,938 | 95,827 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,615,334 | 96,790 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,501,489 | 97,086 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,265,184 | 97,412 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,781,058 | 103,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,308,823 | 104,839 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,693,906 | 113,619 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||