Ninety One UK Ltd

Position in AVGO — Broadcom Inc.

CIK 1418329 London, X0

Back to AVGO Full portfolio

Position in AVGO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,052,117,232

+$164,372,913 QoQ

Shares Held

2,785,221

-2.9% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

2.37%

of 13F equity value

Holder Rank

of 1,898 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Ninety One UK Ltd holds $4,405,344,200 across 10 Semiconductors names. AVGO ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	11,563,553	$2,313,751,319
2	AVGO	Broadcom Inc. This page	2,785,221	$1,052,117,232
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,470,148	$702,098,580
4	QCOM	Qualcomm Inc/De	878,707	$162,376,266
5	TXN	Texas Instruments Inc	392,347	$116,946,870
6	INTC	Intel Corp	377,810	$52,753,610
7	ASX	ASE Technology Holding Co., Ltd.	99,658	$4,496,568
8	MU	Micron Technology Inc	428	$494,036

All Filings in AVGO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,117,232	2,785,221	-2.9%	Shares	Sole	2026-07-16
2026-03-31	$887,744,319	2,868,225	-20.1%	Shares	Sole	2026-04-24
2025-12-31	$1,242,109,983	3,588,876	-4.5%	Shares	Sole	2026-01-27
2025-09-30	$1,239,564,904	3,757,282	-8.4%	Shares	Sole	2025-11-13
2025-06-30	$1,130,769,776	4,102,194	+24.6%	Shares	Sole	2025-07-18
2025-03-31	$551,127,656	3,291,690	+8.6%	Shares	Sole	2025-04-30
2024-12-31	$702,391,505	3,029,639	-18.5%	Shares	Sole	2025-01-27
2024-09-30	$641,128,162	3,716,685	+972.5%	Shares	Sole	2024-11-12
2024-06-30	$556,412,476	346,560	+9.4%	Shares	Sole	2024-07-22
2024-03-31	$419,977,365	316,866	-25.9%	Shares	Sole	2024-04-25
2023-12-31	$477,239,292	427,538	-2.3%	Shares	Sole	2024-01-31
2023-09-30	$363,479,250	437,621	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$382,201,802	440,614	-12.2%	Shares	Sole	2023-07-19
2023-03-31	$321,783,633	501,580	-14.7%	Shares	Sole	2023-04-28
2022-12-31	$328,648,786	587,786	-21.3%	Shares	Sole	2023-02-07
2022-09-30	$331,810,449	747,304	-16.7%	Shares	Sole	2022-11-14
2022-06-30	$435,676,837	896,805	-5.1%	Shares	Sole	2022-08-15
2022-03-31	$595,224,540	945,281	-5.2%	Shares	Sole	2022-05-26
2021-12-31	$663,285,345	996,807	-13.1%	Shares	Sole	2022-02-11
2021-09-30	$556,462,024	1,147,510	-7.2%	Shares	Sole	2021-11-02
2021-06-30	$589,703,259	1,236,690	+8.3%	Shares	Sole	2021-08-12
2021-03-31	$529,538,667	1,142,084	+1.6%	Shares	Sole	2021-05-07
2020-12-31	$492,263,808	1,124,275	-3.6%	Shares	Sole	2021-02-05
2020-09-30	$424,994,945	1,166,543	+33.7%	Shares	Sole	2020-11-12
2020-06-30	$275,285,457	872,233	-33.6%	Shares	Sole	2020-09-04
2020-03-31	$311,231,211	1,312,658	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.