Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$104,239,563
-$32,666,867 QoQ
Shares Held
336,789
-14.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026GW&K Investment Management, LLC holds $547,175,875 across 23 Semiconductors names. AVGO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
839,062 | $186,330,498 | |
| 2 | AVGO |
Broadcom Inc.
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|
336,789 | $104,239,563 | |
| 3 | NVDA |
Nvidia Corp
|
331,483 | $57,810,635 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
433,770 | $40,717,989 | |
| 5 | SMTC |
Semtech Corp
|
477,525 | $36,716,896 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
107,276 | $36,253,924 | |
| 7 | TXN |
Texas Instruments Inc
|
156,816 | $30,444,258 | |
| 8 | MCHP |
Microchip Technology Inc
|
405,635 | $26,208,077 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,239,563 | 336,789 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $136,906,430 | 395,569 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $131,483,651 | 398,544 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,693,576 | 572,079 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $95,942,580 | 573,031 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $115,123,397 | 496,564 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $87,566,002 | 507,629 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,940,554 | 55,686 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,512,954 | 56,684 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,869,450 | 70,499 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,998,033 | 72,215 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,421,410 | 74,028 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,755,705 | 120,892 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,723,985 | 120,258 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,357,557 | 120,663 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,929,165 | 122,047 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,698,215 | 122,256 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,361,254 | 140,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,892,575 | 162,757 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,730,482 | 162,119 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,521,631 | 162,223 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,173,821 | 163,842 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $6,007,782 | 164,904 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,262,386 | 166,737 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,987,192 | 168,165 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||