Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,782,753
-$1,456,810 QoQ
Shares Held
272,092
-19.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#513
of 4,778 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)
Position in Semiconductors
Technology · as of Jun 30, 2026GW&K Investment Management, LLC holds $768,572,141 across 25 Semiconductors names. AVGO ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
634,742 | $241,436,813 | |
| 2 | AVGO |
Broadcom Inc.
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|
272,092 | $102,782,753 | |
| 3 | NVDA |
Nvidia Corp
|
329,277 | $65,885,034 | |
| 4 | SMTC |
Semtech Corp
|
405,585 | $65,643,931 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
120,619 | $57,604,015 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
203,708 | $55,398,390 | |
| 7 | TXN |
Texas Instruments Inc
|
163,567 | $48,754,415 | |
| 8 | ALGM |
Allegro Microsystems, Inc.
|
666,812 | $46,423,451 |
All Filings in AVGO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,782,753 | 272,092 | Shares | Sole | 2026-08-12 | |
| 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 | $89,405,543 | 55,686 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,129,540 | 56,684 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $78,694,508 | 70,499 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $59,980,334 | 72,215 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,214,108 | 74,028 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $77,557,053 | 120,892 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $67,239,855 | 120,258 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $53,575,578 | 120,663 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $59,291,653 | 122,047 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $76,982,158 | 122,256 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $93,612,540 | 140,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $78,925,752 | 162,757 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $77,304,823 | 162,119 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $75,216,316 | 162,223 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $71,738,219 | 163,842 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $60,077,825 | 164,904 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $52,623,864 | 166,737 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,871,921 | 168,165 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||