Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$117,344,637
+$17,315,029 QoQ
Shares Held
310,641
-3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
8.05%
of 13F equity value
Holder Rank
#476
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARCO INVESTMENT MANAGEMENT LLC holds $223,977,160 across 10 Semiconductors names. AVGO ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
310,641 | $117,344,637 | |
| 2 | QCOM |
Qualcomm Inc/De
|
196,723 | $36,352,443 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
79,065 | $22,219,636 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
60,000 | $17,873,400 | |
| 5 | INTC |
Intel Corp
|
115,783 | $16,166,780 | |
| 6 | NVDA |
Nvidia Corp
|
40,200 | $8,043,618 | |
| 7 | TXN |
Texas Instruments Inc
|
8,589 | $2,560,123 | |
| 8 | MU |
Micron Technology Inc
|
1,353 | $1,561,754 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,344,637 | 310,641 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $100,029,608 | 323,187 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $113,566,485 | 328,132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $112,101,438 | 339,794 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $103,584,308 | 375,782 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $62,769,339 | 374,899 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $101,185,176 | 436,444 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $77,639,662 | 450,085 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $71,966,276 | 44,824 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $59,452,590 | 44,856 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $50,031,441 | 44,821 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $38,714,994 | 46,612 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $42,551,778 | 49,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,617,979 | 52,402 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,893,050 | 55,252 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,535,548 | 55,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,517,453 | 54,584 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $26,392,407 | 41,914 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $30,535,664 | 45,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,275,259 | 45,935 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $21,599,421 | 45,297 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $18,099,895 | 39,037 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,053,184 | 29,812 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,307,399 | 31,037 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $9,768,760 | 30,952 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $15,951,376 | 67,277 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||