Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,604,268
+$100,604,268 QoQ
Shares Held
266,325
Ownership
0.006%
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#516
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$88,150,923
PutShares
284,808
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, 2026LOGAN CAPITAL MANAGEMENT INC holds $211,422,142 across 11 Semiconductors names. AVGO ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
266,325 | $100,604,268 | |
| 2 | MU |
Micron Technology Inc
|
64,201 | $74,106,571 | |
| 3 | NVDA |
Nvidia Corp
|
90,432 | $18,094,538 | |
| 4 | MCHP |
Microchip Technology Inc
|
58,747 | $5,357,726 | |
| 5 | ON |
On Semiconductor Corp
|
53,841 | $5,090,128 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
13,915 | $3,910,532 | |
| 7 | TXN |
Texas Instruments Inc
|
8,882 | $2,647,457 | |
| 8 | INTC |
Intel Corp
|
6,800 | $949,484 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,604,268 | 266,325 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $88,150,923 | 284,808 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $99,357,349 | 287,077 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $97,923,225 | 296,818 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $98,595,043 | 357,682 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $68,410,725 | 408,593 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $110,662,563 | 477,323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,883,315 | 538,454 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $88,342,681 | 55,024 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $74,342,246 | 56,090 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $71,407,628 | 63,971 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,536,010 | 74,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,651,745 | 84,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,573,082 | 89,742 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,526,065 | 92,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,859,486 | 94,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,046,528 | 94,783 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $63,291,655 | 100,514 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $67,127,226 | 100,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,263,889 | 105,714 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $51,749,537 | 108,526 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $49,706,205 | 107,204 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $47,568,023 | 108,640 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $36,770,088 | 100,928 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $38,781,525 | 122,878 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,071,603 | 114,178 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||