Whale Rock Capital Management LLC

Position in AVGO — Broadcom Inc.

CIK 1387322 Boston, MA

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$228,152,820

-$128,929,625 QoQ

Shares Held

737,142

-28.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Whale Rock Capital Management LLC holds $1,458,156,852 across 9 Semiconductors names. AVGO ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	819,445	$276,931,437
2	MTSI	MACOM Technology Solutions Holdings, Inc.	1,174,991	$260,930,251
3	AVGO	Broadcom Inc. This page	737,142	$228,152,820
4	SITM	SITIME Corp	576,933	$199,243,811
5	TSEM	Tower Semiconductor Ltd	1,066,737	$187,191,008
6	NVDA	Nvidia Corp	1,041,128	$181,572,723
7	ARM	Arm Holdings PLC /Uk	452,384	$68,436,651
8	PI	Impinj Inc	405,244	$41,618,558

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,152,820	737,142	-28.6%	Shares	Sole	2026-05-15
2025-12-31	$357,082,445	1,031,732	-27.9%	Shares	Sole	2026-02-17
2025-09-30	$472,071,848	1,430,911	-12.6%	Shares	Sole	2025-11-14
2025-06-30	$451,273,230	1,637,124	+14.0%	Shares	Sole	2025-08-14
2025-03-31	$240,416,922	1,435,925	-44.0%	Shares	Sole	2025-05-15
2024-12-31	$594,410,171	2,563,881	+25.7%	Shares	Sole	2025-02-14
2024-09-30	$351,831,690	2,039,604	+1176.8%	Shares	Sole	2024-11-14
2024-06-30	$25,647,699	159,746	+17.3%	Shares	Sole	2024-08-14
2022-09-30	$6,048,615	136,227	+40.6%	Shares	Sole	2022-11-14
2022-06-30	$4,706,138	96,872	-49.4%	Shares	Sole	2022-08-15
2022-03-31	$12,054,656	191,441	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.