Position in AVGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,036,399,496
-$49,223,103 QoQ
Shares Held
3,348,517
+6.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $2,377,199,590 across 14 Semiconductors names. AVGO ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
3,348,517 | $1,036,399,496 | |
| 2 | TXN |
Texas Instruments Inc
|
5,061,047 | $982,551,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
374,511 | $126,565,992 | |
| 4 | NVDA |
Nvidia Corp
|
354,515 | $61,827,416 | |
| 5 | QCOM |
Qualcomm Inc/De
|
443,461 | $57,108,907 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
252,333 | $36,492,398 | |
| 7 | STM |
STMicroelectronics N.V.
|
962,045 | $33,238,654 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
231,609 | $12,402,661 |
All Filings in AVGO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,036,399,496 | 3,348,517 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,085,622,599 | 3,136,731 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $927,294,202 | 2,810,749 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $844,370,804 | 3,063,199 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,254,865 | 1,739,562 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $52,644,836 | 227,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,048,170 | 214,772 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,766,725 | 11,004 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,211,689 | 9,142 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $542,162 | 4,857 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $367,282 | 4,422 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $405,350 | 4,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $153,905 | 2,399 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,135 | 2,399 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $106,517 | 2,399 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $98,085 | 2,019 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $139,725 | 2,219 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $154,308 | 2,319 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $122,153 | 2,519 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $100,470 | 2,107 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $92,732 | 2,000 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||