THORNBURG INVESTMENT MANAGEMENT INC

Position in AVGO — Broadcom Inc.

CIK 1145020 SANTA FE, NM

Position in AVGO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$644,909,273

-$67,362,796 QoQ

Shares Held

2,083,646

+1.2% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

6.75%

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")%

Technology · as of Mar 31, 2026

THORNBURG INVESTMENT MANAGEMENT INC holds $950,491,913 across 9 Semiconductors names. AVGO ranks #1 (67.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	2,083,646	$644,909,273
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	701,352	$237,021,908
3	AMD	Advanced Micro Devices Inc	122,568	$24,934,008
4	MTSI	MACOM Technology Solutions Holdings, Inc.	74,613	$16,569,308
5	MU	Micron Technology Inc	24,621	$8,317,958
6	SITM	SITIME Corp	21,207	$7,323,837
7	RMBS	Rambus Inc	58,106	$4,998,859
8	CRDO	Credo Technology Group Holding Ltd	49,584	$4,654,450

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$644,909,273	2,083,646	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$712,272,069	2,057,995	-6.6%	Shares	Sole	2026-02-13
2025-09-30	$727,294,842	2,204,525	-16.7%	Shares	Sole	2025-11-12
2025-06-30	$729,194,862	2,645,365	-11.9%	Shares	Sole	2025-08-13
2025-03-31	$502,714,100	3,002,533	-4.8%	Shares	Sole	2025-05-08
2024-12-31	$731,185,106	3,153,835	-12.5%	Shares	Sole	2025-02-14
2024-09-30	$621,984,630	3,605,708	+899.7%	Shares	Sole	2024-11-12
2024-06-30	$57,905,687	360,664	-3.3%	Shares	Sole	2024-08-08
2024-03-31	$49,432,093	372,957	-14.0%	Shares	Sole	2024-05-13
2023-12-31	$48,411,985	433,702	-2.7%	Shares	Sole	2024-02-08
2023-09-30	$37,020,860	445,723	-14.1%	Shares	Sole	2023-11-13
2023-06-30	$44,991,685	518,678	-17.6%	Shares	Sole	2023-08-08
2023-03-31	$40,370,572	629,276	-5.6%	Shares	Sole	2023-05-09
2022-12-31	$37,258,745	666,370	+0.0%	Shares	Sole	2023-02-08
2022-09-30	$29,577,948	666,155	-7.0%	Shares	Sole	2022-11-15
2022-06-30	$34,797,112	716,270	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$45,142,388	716,910	-1.3%	Shares	Sole	2022-05-12
2021-12-31	$48,353,814	726,677	-9.7%	Shares	Sole	2022-02-10
2021-09-30	$39,003,453	804,311	+2.5%	Shares	Sole	2021-11-10
2021-06-30	$37,423,786	784,829	+0.3%	Shares	Sole	2021-08-11
2021-03-31	$36,273,466	782,329	-8.0%	Shares	Sole	2021-05-14
2020-12-31	$37,239,142	850,500	-0.0%	Shares	Sole	2021-02-09
2020-09-30	$30,990,880	850,650	-11.7%	Shares	Sole	2020-11-05
2020-06-30	$30,421,269	963,888	-3.5%	Shares	Sole	2020-08-07
2020-03-31	$23,677,351	998,623	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.