Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,540,145
+$5,673,237 QoQ
Shares Held
75,553
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#365
of 2,759 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$67,750
PutShares
75,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. AVGO ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
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|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,540,145 | 75,553 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,866,908 | 73,881 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,313,519 | 78,918 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,177,625 | 61,161 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $67,750 | 75,000 | Put | Sole | 2025-10-31 | |
| 2025-06-30 | $16,207,668 | 58,798 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,627,932 | 27,641 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,468,484 | 19,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,051,007 | 17,687 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,855,613 | 4,270 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,129,933 | 1,607 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,877,692 | 2,578 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $750,013 | 903 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $744,254 | 858 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $544,025 | 848 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $510,485 | 913 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,061,803 | 9,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,121,409 | 10,542 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,429,662 | 10,211 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $493,734 | 742 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $478,497 | 1,032 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $450,109 | 1,028 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $406,581 | 1,116 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $596,818 | 1,891 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $814,201 | 3,434 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||