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EVERGREEN CAPITAL MANAGEMENT LLC

Position in AVGO — Broadcom Inc.

CIK 1260824 Bellevue, WA

Position in AVGO

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$30,957,367
+$8,603,008 QoQ
Shares Held
81,952
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#212
of 1,898 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 26% Shared 74% None 0%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Derivatives in AVGO

reported options exposure · as of Jun 30, 2026
CallValue
$226,650
CallShares
600
PutValue
$377,750
PutShares
1,000

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, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $241,917,370 across 34 Semiconductors names. AVGO ranks #3 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AVGO
Broadcom Inc.
This page
81,952 $30,957,367

All Filings in AVGO

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29 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $377,750 1,000
2026-06-30 $30,957,367 81,952
2026-06-30 $226,650 600
2026-03-31 $22,354,359 72,225
2025-12-31 $29,904,078 86,403
2025-09-30 $21,781,317 66,022
2025-06-30 $16,095,203 58,390
2025-03-31 $9,475,365 56,593
2025-03-31 $167,430 1,000
2024-12-31 $14,665,270 63,256
2024-09-30 $10,857,667 62,943
2024-06-30 $9,782,493 6,093
2024-03-31 $7,912,697 5,970
2023-12-31 $6,922,982 6,202
2023-09-30 $4,967,698 5,981
2023-06-30 $5,152,533 5,940
2023-03-31 $3,629,191 5,657
2022-12-31 $2,955,560 5,286
2022-09-30 $1,937,659 4,364
2022-06-30 $1,812,070 3,730
2022-03-31 $2,446,936 3,886
2021-12-31 $2,479,317 3,726
2021-09-30 $1,707,923 3,522
2021-06-30 $1,560,220 3,272
2021-03-31 $1,608,900 3,470
2020-12-31 $697,057 1,592
2020-09-30 $534,821 1,468
2020-06-30 $437,751 1,387
2020-03-31 $373,432 1,575