Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,089,862
-$9,802,316 QoQ
Shares Held
84,950
-37.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#888
of 4,778 holders
Holding Since
Dec 2024
5 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, 2026STEADFAST CAPITAL MANAGEMENT LP holds $235,241,406 across 6 Semiconductors names. AVGO ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
466,633 | $93,368,596 | |
| 2 | STM |
STMicroelectronics N.V.
|
603,600 | $45,203,604 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
94,517 | $45,138,483 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
84,950 | $32,089,862 | |
| 5 | ADI |
Analog Devices Inc
|
41,500 | $16,482,555 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
13,386 | $2,958,306 |
All Filings in AVGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,089,862 | 84,950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,892,178 | 135,350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,515,585 | 174,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,264,880 | 73,550 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $63,222,768 | 272,700 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||