Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,795,988
+$3,576,117 QoQ
Shares Held
52,405
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,098
of 4,764 holders
Holding Since
Jun 2022
17 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, 2026Nicholas Investment Partners, LP holds $193,986,382 across 16 Semiconductors names. AVGO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
126,682 | $25,347,801 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
146,318 | $22,380,801 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,929 | $21,456,742 | |
| 4 | SITM |
SITIME Corp
|
27,562 | $20,549,124 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
52,405 | $19,795,988 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
12,129 | $16,766,644 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,127 | $13,741,626 | |
| 8 | SMTC |
Semtech Corp
|
84,478 | $13,672,764 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,795,988 | 52,405 | Shares | Sole | 2026-08-14 | |
| 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 | $10,635,030 | 6,624 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,680,110 | 6,549 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,763,358 | 6,059 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,739,271 | 4,502 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,973,856 | 12,651 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,116,122 | 12,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,086,138 | 14,462 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,790,778 | 13,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $652,928 | 1,344 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||