Position in AVGO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$44,227,725
+$10,557,371 QoQ
Shares Held
117,082
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.21%
of 13F equity value
Holder Rank
#776
of 4,764 holders
Holding Since
Dec 2021
17 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, 2026CallValue
$123,804
CallShares
400
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, 2026JAG CAPITAL MANAGEMENT, LLC holds $216,029,789 across 10 Semiconductors names. AVGO ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
398,571 | $79,750,071 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
117,082 | $44,227,725 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
53,514 | $25,556,680 | |
| 4 | MU |
Micron Technology Inc
|
17,647 | $20,369,755 | |
| 5 | INTC |
Intel Corp
|
129,027 | $18,016,040 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
20,852 | $12,113,135 | |
| 7 | ALAB |
Astera Labs, Inc.
|
24,704 | $11,932,526 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,851 | $3,113,896 |
All Filings in AVGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,227,725 | 117,082 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,670,354 | 108,786 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $123,804 | 400 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $45,896,321 | 132,610 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $69,220 | 200 | Call | Sole | 2026-02-06 | |
| 2025-09-30 | $44,495,621 | 134,872 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,308,443 | 120,836 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,056,104 | 119,788 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $21,024,410 | 90,685 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $31,839,187 | 184,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31,718,850 | 19,756 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,304,086 | 19,846 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $22,022,496 | 19,729 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,807,671 | 23,848 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $20,849,547 | 24,036 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $15,409,790 | 24,020 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $8,376,885 | 14,982 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $1,777,816 | 4,004 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $265,498 | 399 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||