Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$75,424,964
+$7,541,994 QoQ
Shares Held
199,669
-9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#615
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TODD ASSET MANAGEMENT LLC holds $443,782,350 across 7 Semiconductors names. AVGO ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXPI |
NXP Semiconductors N.V.
|
417,416 | $117,306,417 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
218,389 | $104,296,034 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
199,669 | $75,424,964 | |
| 4 | MU |
Micron Technology Inc
|
61,527 | $71,020,000 | |
| 5 | QCOM |
Qualcomm Inc/De
|
371,979 | $68,737,999 | |
| 6 | NVDA |
Nvidia Corp
|
20,010 | $4,003,800 | |
| 7 | ON |
On Semiconductor Corp
|
31,660 | $2,993,136 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,424,964 | 199,669 | Shares | Defined | 2026-08-04 | |
| 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 | $81,674,916 | 50,871 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $80,122,359 | 60,451 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $89,037,681 | 79,765 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $52,456,941 | 63,157 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $55,270,904 | 63,718 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $52,243,809 | 81,435 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $45,494,730 | 81,367 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $36,236,544 | 81,612 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $40,064,750 | 82,470 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $47,208,998 | 74,973 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $54,670,085 | 82,160 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $46,469,387 | 95,827 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $46,153,343 | 96,790 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $45,014,894 | 97,086 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $42,651,844 | 97,412 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $37,810,586 | 103,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $33,088,236 | 104,839 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $26,939,064 | 113,619 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||