CASTLEARK MANAGEMENT LLC

Position in AVGO — Broadcom Inc.

CIK 1106832 CHICAGO, IL

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$62,738,915

-$8,516,153 QoQ

Shares Held

202,704

-1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

CASTLEARK MANAGEMENT LLC holds $398,827,705 across 14 Semiconductors names. AVGO ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,258,012	$219,397,292
2	AVGO	Broadcom Inc. This page	202,704	$62,738,915
3	ADI	Analog Devices Inc	77,908	$24,785,651
4	AMD	Advanced Micro Devices Inc	88,954	$18,095,912
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	41,210	$13,926,919
6	MCHP	Microchip Technology Inc	204,874	$13,236,909
7	TSEM	Tower Semiconductor Ltd	53,240	$9,342,555
8	LSCC	Lattice Semiconductor Corp	91,639	$8,500,433

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,738,915	202,704	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$71,255,068	205,880	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$67,923,850	205,886	+295.9%	Shares	Sole	2025-11-17
2025-03-31	$8,708,034	52,010	-80.1%	Shares	Sole	2025-05-15
2024-12-31	$60,468,508	260,820	+4858.6%	Shares	Sole	2025-02-18
2020-12-31	$230,309	5,260	-54.9%	Shares	Sole	2021-02-17
2020-09-30	$424,797	11,660	0.0%	Shares	Sole	2020-11-16
2020-06-30	$368,001	11,660	-88.1%	Shares	Sole	2020-08-14
2020-03-31	$2,319,786	97,840	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.