Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,947,509
+$10,730,804 QoQ
Shares Held
156,049
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
#676
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Aureus Asset Management, LLC holds $196,960,762 across 11 Semiconductors names. AVGO ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
156,049 | $58,947,509 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
111,481 | $53,239,981 | |
| 3 | NVDA |
Nvidia Corp
|
256,163 | $51,255,654 | |
| 4 | TXN |
Texas Instruments Inc
|
72,675 | $21,662,237 | |
| 5 | MU |
Micron Technology Inc
|
4,664 | $5,383,608 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
5,412 | $3,143,884 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
8,249 | $2,318,216 | |
| 8 | ADI |
Analog Devices Inc
|
790 | $313,764 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,947,509 | 156,049 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,216,705 | 155,784 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $52,593,702 | 151,961 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $70,083,771 | 212,433 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $65,322,710 | 236,977 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,250,339 | 240,401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,726,360 | 218,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,295,172 | 222,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,726,253 | 22,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,496,606 | 8,674 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,112,268 | 9,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,407,130 | 10,122 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,418,554 | 10,858 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,213,797 | 14,362 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,916,721 | 14,159 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,837,399 | 13,147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,024,529 | 12,401 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,328,284 | 10,050 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,336,699 | 9,523 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,101,053 | 8,457 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,648,779 | 7,652 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,995,243 | 6,460 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,799,612 | 6,394 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,214,336 | 6,078 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,828,013 | 5,792 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,281,288 | 5,404 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||