Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$635,911,198
+$89,414,799 QoQ
Shares Held
2,054,574
+30.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 95.16590787189948.ToString("F0")%
Shared 0.ToString("F0")%
None 4.834092128100521.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$75,899,730
PutShares
219,300
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 Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. AVGO ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,911,198 | 2,054,574 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $546,496,399 | 1,579,013 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $75,899,730 | 219,300 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $134,207,388 | 406,800 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $104,302,036 | 316,153 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,948,120 | 322,685 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $5,716,971 | 35,608 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||