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Equibles

Grantham, Mayo, Van Otterloo & Co. LLC

Position in AVGO — Broadcom Inc.

CIK 1352662 Boston, MA
Back to AVGO Full portfolio

Position in AVGO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,234,124,360
+$197,724,864 QoQ
Shares Held
3,267,040
-2.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#116
of 4,785 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $3,935,068,219 across 19 Semiconductors names. AVGO ranks #2 (31.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TXN
Texas Instruments Inc
 4,674,406 $1,393,300,196
2 AVGO
Broadcom Inc.
This page 		3,267,040 $1,234,124,360
3 NVDA
Nvidia Corp
 4,671,972 $934,814,877
4 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 329,546 $157,381,283
5 STM
STMicroelectronics N.V.
 781,931 $58,558,812
6 QCOM
Qualcomm Inc/De
 241,187 $44,568,945
7 CRUS
Cirrus Logic, Inc.
 259,065 $38,478,924
8 SLAB
Silicon Laboratories Inc.
 134,525 $29,401,784

All Filings in AVGO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,234,124,360 3,267,040
2026-03-31 $1,036,399,496 3,348,517
2025-12-31 $1,085,622,599 3,136,731
2025-09-30 $927,294,202 2,810,749
2025-06-30 $844,370,804 3,063,199
2025-03-31 $291,254,865 1,739,562
2024-12-31 $52,644,836 227,074
2024-09-30 $37,048,170 214,772
2024-06-30 $17,667,252 11,004
2024-03-31 $12,116,898 9,142
2023-12-31 $5,421,626 4,857
2023-09-30 $3,672,824 4,422
2023-06-30 $4,053,500 4,673
2023-03-31 $1,539,054 2,399
2022-12-31 $1,341,352 2,399
2022-09-30 $1,065,179 2,399
2022-06-30 $980,850 2,019
2022-03-31 $1,397,259 2,219
2021-12-31 $1,543,085 2,319
2021-09-30 $1,221,538 2,519
2021-06-30 $1,004,701 2,107
2021-03-31 $927,320 2,000