Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$374,569,345
-$132,863,633 QoQ
Shares Held
991,580
-39.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#263
of 4,778 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$33,997,500
CallShares
90,000
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 Jun 30, 2026NATIXIS holds $2,596,922,931 across 28 Semiconductors names. AVGO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
5,423,137 | $1,085,115,482 | |
| 2 | MU |
Micron Technology Inc
|
605,581 | $699,016,092 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
991,580 | $374,569,345 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
478,465 | $142,529,938 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
227,924 | $132,403,330 | |
| 6 | QCOM |
Qualcomm Inc/De
|
214,440 | $39,626,367 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,239 | $22,559,929 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
13,169 | $18,204,298 |
All Filings in AVGO
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,569,345 | 991,580 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $33,997,500 | 90,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $507,432,978 | 1,639,472 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $18,570,600 | 60,000 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $905,343,954 | 2,615,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $977,772,082 | 2,963,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $266,752,018 | 967,720 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,185,750 | 25,000 | Call | Sole | 2025-07-18 | |
| 2025-03-31 | $317,523,795 | 1,896,457 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,185,750 | 25,000 | Put | Sole | 2025-07-18 | |
| 2024-12-31 | $330,081,272 | 1,423,746 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $279,561,090 | 1,620,644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $283,830,409 | 176,783 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $397,554,078 | 299,948 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $198,456,971 | 177,789 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,330,381 | 42,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,994,488 | 65,705 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $34,224,347 | 61,210 | Shares | Sole | 2023-02-24 | |
| 2022-12-31 | $13,419,120 | 24,000 | Put | Sole | 2023-02-24 | |
| 2022-09-30 | $0 | 0 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $90,093,625 | 202,909 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $19,092 | 43 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $5,829 | 12 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $26,719 | 55 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $75,286,461 | 154,971 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $129,783,344 | 206,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $160,173,502 | 240,714 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,445,490 | 207,134 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $260,607,365 | 546,530 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $42,174,977 | 90,961 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $110,188,017 | 251,657 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $165,685,449 | 454,780 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $133,089,265 | 421,689 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $85,233,182 | 359,482 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||