Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$609,002,506
-$26,908,692 QoQ
Shares Held
1,612,184
-21.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#200
of 4,778 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. AVGO ranks #1 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
|
186,067 | $214,775,277 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,002,506 | 1,612,184 | Shares | Sole | 2026-08-13 | |
| 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 | $57,169,712 | 35,608 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||