Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$250,461,471
+$29,382,812 QoQ
Shares Held
663,035
-7.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#337
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2024CallValue
$1,325
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $754,906,791 across 21 Semiconductors names. AVGO ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
663,035 | $250,461,471 | |
| 2 | NVDA |
Nvidia Corp
|
1,080,361 | $216,169,432 | |
| 3 | QCOM |
Qualcomm Inc/De
|
394,218 | $72,847,544 | |
| 4 | MU |
Micron Technology Inc
|
56,340 | $65,032,698 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
72,865 | $34,798,138 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
57,719 | $33,529,544 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
91,088 | $27,134,204 | |
| 8 | INTC |
Intel Corp
|
170,855 | $23,856,483 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,461,471 | 663,035 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $221,078,659 | 714,286 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,083,548 | 731,244 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $248,736,964 | 753,954 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $234,451,902 | 850,542 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $114,974,850 | 686,704 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $162,120,147 | 699,276 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $121,850,550 | 706,380 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $114,308,919 | 71,197 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,325 | 1 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $98,436,875 | 74,269 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $85,393,125 | 76,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $62,651,479 | 75,431 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $70,217,591 | 80,949 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $55,209,007 | 86,057 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $48,174,081 | 86,159 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $36,029,635 | 81,146 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $37,436,518 | 77,060 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $47,015,057 | 74,665 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $46,545,429 | 69,950 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $26,583,377 | 54,819 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,828,903 | 26,904 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,673,567 | 25,177 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $10,183,953 | 23,259 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,879,148 | 21,627 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,223,661 | 16,551 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,010,221 | 12,696 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||