Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,150,233
+$3,945,716 QoQ
Shares Held
34,812
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,315
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $171,705,633 across 10 Semiconductors names. AVGO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,882 | $52,961,133 | |
| 2 | NVDA |
Nvidia Corp
|
213,605 | $42,740,224 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,958 | $18,605,172 | |
| 4 | MXL |
Maxlinear, Inc
|
133,645 | $17,110,569 | |
| 5 | AVGO |
Broadcom Inc.
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|
34,812 | $13,150,233 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
44,320 | $11,551,564 | |
| 7 | SMTC |
Semtech Corp
|
59,193 | $9,580,387 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,852 | $4,424,262 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,150,233 | 34,812 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,204,517 | 29,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,210,876 | 23,724 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,204,904 | 21,839 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,410,516 | 23,256 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,189,039 | 19,047 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $6,351,952 | 27,398 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,393,575 | 25,470 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $900,702 | 561 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $683,911 | 516 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $453,197 | 406 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||