Baldwin Investment Management, LLC
Position in AVGO — Broadcom Inc.
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,389,801
+$6,302,858 QoQ
Shares Held
75,155
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.00%
of 13F equity value
Holder Rank
#937
of 4,763 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Baldwin Investment Management, LLC holds $72,595,988 across 10 Semiconductors names. AVGO ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
75,155 | $28,389,801 | |
| 2 | NVDA |
Nvidia Corp
|
134,950 | $27,002,145 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,395 | $7,829,760 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,071 | $3,000,050 | |
| 5 | TXN |
Texas Instruments Inc
|
7,349 | $2,190,516 | |
| 6 | MU |
Micron Technology Inc
|
1,227 | $1,416,313 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
3,837 | $1,078,312 | |
| 8 | ADI |
Analog Devices Inc
|
2,510 | $996,896 |
All Filings in AVGO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,389,801 | 75,155 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,086,943 | 71,361 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $25,410,662 | 73,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,823,460 | 72,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,034,024 | 76,307 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,197,669 | 78,825 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,409,023 | 79,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,037,705 | 81,378 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,210,300 | 8,228 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,973,069 | 8,279 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,524,961 | 8,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,923,714 | 8,336 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,378,359 | 8,506 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,185,087 | 9,641 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,509,667 | 9,854 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,255,391 | 9,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,768,225 | 9,815 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,330,802 | 10,054 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,593,547 | 9,909 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,815,354 | 9,930 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,615,811 | 9,680 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||