Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$302,752,468
+$18,807,875 QoQ
Shares Held
978,167
+19.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $1,560,219,862 across 33 Semiconductors names. AVGO ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,707,545 | $820,995,848 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
978,167 | $302,752,468 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
409,370 | $138,346,591 | |
| 4 | MU |
Micron Technology Inc
|
219,555 | $74,174,461 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
266,231 | $54,159,372 | |
| 6 | ADI |
Analog Devices Inc
|
103,553 | $32,944,351 | |
| 7 | TXN |
Texas Instruments Inc
|
153,969 | $29,891,541 | |
| 8 | INTC |
Intel Corp
|
541,705 | $23,905,441 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,752,468 | 978,167 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $283,944,593 | 820,412 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $255,075,524 | 773,167 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $194,922,865 | 707,139 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $106,275,187 | 634,744 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $140,267,141 | 605,017 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $99,399,675 | 576,230 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,714,816 | 54,280 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,536,259 | 49,315 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,851,557 | 43,463 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,034,357 | 36,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,523,180 | 29,088 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,767,955 | 27,558 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,195,699 | 21,385 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $914,838 | 20,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $918,909 | 18,915 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,212,637 | 19,258 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $719,773 | 10,817 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $413,548 | 8,528 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $342,180 | 7,176 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $299,014 | 6,449 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $242,612 | 5,541 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $146,711 | 4,027 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $98,123 | 3,109 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,947 | 293 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||