Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,272,722,452
-$188,531,129 QoQ
Shares Held
4,112,056
-2.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
2.04%
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)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2023CallValue
$3,469,720
CallShares
40,000
PutValue
$0
PutShares
0
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 Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $6,820,675,504 across 20 Semiconductors names. AVGO ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
22,098,810 | $3,854,032,464 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
4,112,056 | $1,272,722,452 | |
| 3 | MU |
Micron Technology Inc
|
1,105,603 | $373,516,917 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,325,594 | $269,665,587 | |
| 5 | INTC |
Intel Corp
|
4,163,354 | $183,728,812 | |
| 6 | TXN |
Texas Instruments Inc
|
793,044 | $153,961,562 | |
| 7 | QCOM |
Qualcomm Inc/De
|
955,821 | $123,090,628 | |
| 8 | SLAB |
Silicon Laboratories Inc.
|
566,337 | $117,883,046 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,272,722,452 | 4,112,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,461,253,581 | 4,222,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,387,191,051 | 4,204,756 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,163,837,301 | 4,222,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $681,617,575 | 4,071,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $985,171,622 | 4,249,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $730,082,100 | 4,232,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,101,503 | 393,026 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $55,193,518 | 416,426 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,273,377 | 396,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,780,493 | 226,113 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,834,340 | 251,713 | Shares | Other | 2023-08-14 | |
| 2023-06-30 | $3,469,720 | 40,000 | Call | Other | 2023-08-14 | |
| 2023-03-31 | $15,649,534 | 243,937 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,604,543 | 314,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,169,069 | 319,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,257,234 | 355,226 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,691,389 | 392,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,924,218 | 404,626 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,812,739 | 367,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,815,982 | 373,626 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,355,999 | 374,326 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,766,414 | 382,926 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,568,224 | 372,426 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,851,976 | 375,526 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,276,530 | 433,426 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||