Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$106,864,827
-$8,612,822 QoQ
Shares Held
345,271
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. AVGO ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,132,873 | $720,773,051 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
345,271 | $106,864,827 | |
| 3 | MU |
Micron Technology Inc
|
244,524 | $82,609,988 | |
| 4 | ON |
On Semiconductor Corp
|
835,102 | $51,709,515 | |
| 5 | QCOM |
Qualcomm Inc/De
|
385,389 | $49,630,395 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
306,944 | $44,390,241 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
707,480 | $37,885,554 | |
| 8 | ADI |
Analog Devices Inc
|
108,399 | $34,486,057 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,864,827 | 345,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $115,477,649 | 333,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $105,999,423 | 321,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,256,860 | 273,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,218,824 | 270,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,905,414 | 215,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,257,947 | 210,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,266,129 | 20,343 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,676,930 | 20,197 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,855,255 | 25,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,042,479 | 24,591 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,421,344 | 27,914 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,709,768 | 26,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $906,014 | 16,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $906,268 | 20,411 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $797,554 | 16,417 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $999,868 | 15,879 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $367,372 | 5,521 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $374,608 | 7,725 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $963,741 | 20,211 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $784,466 | 16,919 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,007,055 | 23,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,451,414 | 39,839 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $66,088 | 2,094 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||