WHALEROCK POINT PARTNERS, LLC

Position in AVGO — Broadcom Inc.

CIK 1389709 West Palm Beach, FL

Position in AVGO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,894,602

+$654,033 QoQ

Shares Held

10,310

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#2,212

of 4,764 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $78,504,313 across 11 Semiconductors names. AVGO ranks #2 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	313,291	$62,686,396
2	AVGO	Broadcom Inc. This page	10,310	$3,894,602
3	AMD	Advanced Micro Devices Inc	4,507	$2,618,161
4	MU	Micron Technology Inc	2,213	$2,554,443
5	TXN	Texas Instruments Inc	8,272	$2,465,635
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	4,553	$2,174,376
7	INTC	Intel Corp	5,551	$775,086
8	MRVL	Marvell Technology, Inc.	2,435	$725,362

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,894,602	10,310	-1.5%	Shares	Sole	2026-08-13
2026-03-31	$3,240,569	10,470	+10.9%	Shares	Sole	2026-05-15
2025-12-31	$3,268,914	9,445	+3.3%	Shares	Sole	2026-02-13
2025-09-30	$3,017,026	9,145	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$2,522,197	9,150	+5.5%	Shares	Sole	2025-08-13
2025-03-31	$1,452,790	8,677	+20.1%	Shares	Sole	2025-05-15
2024-12-31	$1,675,507	7,227	+14.7%	Shares	Sole	2025-02-14
2024-09-30	$1,086,750	6,300	+1490.9%	Shares	Sole	2024-11-13
2024-06-30	$635,789	396	+46.7%	Shares	Sole	2024-08-13
2024-03-31	$357,860	270	-7.2%	Shares	Sole	2024-05-15
2023-12-31	$324,828	291	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.