Position in AVGO
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$160,538,485
+$6,467,216 QoQ
Shares Held
463,850
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Dec 31, 2025TWO SIGMA ADVISERS, LP holds $4,561,830,093 across 43 Semiconductors names. AVGO ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,951,900 | $1,669,529,350 | |
| 2 | MU |
Micron Technology Inc
|
2,331,800 | $665,519,038 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,900,140 | $621,093,982 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662,600 | $505,247,514 | |
| 5 | INTC |
Intel Corp
|
5,212,150 | $192,328,335 | |
| 6 | ON |
On Semiconductor Corp
|
3,296,301 | $178,494,699 | |
| 7 | AVGO |
Broadcom Inc.
This page
|
463,850 | $160,538,485 | |
| 8 | TXN |
Texas Instruments Inc
|
742,500 | $128,816,325 |
All Filings in AVGO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $160,538,485 | 463,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $154,071,269 | 467,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,570,611 | 346,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,509,081 | 3,885,260 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,518,838 | 1,434,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $614,852,100 | 3,564,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,015,120 | 155,806 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $2,450,211 | 29,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,769,557 | 20,400 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $827,512 | 14,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,089,414 | 294,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,450,541 | 235,700 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $1,814,376 | 38,050 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $368,609 | 7,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $991,730 | 22,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $183,981 | 5,050 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $970,500 | 30,750 | Shares | Sole | 2020-09-15 | |
| 2020-03-31 | $149,373 | 6,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||