Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,219,871
-$7,578,311 QoQ
Shares Held
52,405
-23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Nicholas Investment Partners, LP holds $117,649,884 across 13 Semiconductors names. AVGO ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
118,347 | $20,639,716 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
52,405 | $16,219,871 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,062 | $13,876,902 | |
| 4 | MPWR |
Monolithic Power Systems Inc
|
12,029 | $13,151,907 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
140,631 | $13,044,931 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
49,523 | $10,997,572 | |
| 7 | SITM |
SITIME Corp
|
26,792 | $9,252,617 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
66,969 | $6,286,380 |
All Filings in AVGO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,219,871 | 52,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,798,182 | 68,761 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,684,941 | 68,761 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,080,768 | 69,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,212,392 | 60,995 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,705,768 | 67,744 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,685,840 | 67,744 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,063,503 | 6,624 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $868,011 | 6,549 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $676,335 | 6,059 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $373,927 | 4,502 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,097,385 | 12,651 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $811,612 | 12,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $808,613 | 14,462 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $579,077 | 13,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65,292 | 1,344 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||