Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$504,277,214
+$76,244,961 QoQ
Shares Held
1,629,276
+31.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.91449944637986.ToString("F0")%
Shared 0.ToString("F0")%
None 21.085500553620136.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$61,902
CallShares
200
PutValue
$216,657
PutShares
700
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, 2026CAPTRUST FINANCIAL ADVISORS holds $2,491,591,091 across 38 Semiconductors names. AVGO ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,029,629 | $1,400,367,297 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,629,276 | $504,277,214 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
590,555 | $199,578,062 | |
| 4 | QCOM |
Qualcomm Inc/De
|
1,119,619 | $144,184,534 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
269,610 | $54,846,762 | |
| 6 | TXN |
Texas Instruments Inc
|
207,460 | $40,276,284 | |
| 7 | MU |
Micron Technology Inc
|
100,253 | $33,869,473 | |
| 8 | INTC |
Intel Corp
|
433,579 | $19,133,841 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,657 | 700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $61,902 | 200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $504,277,214 | 1,629,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $428,032,253 | 1,236,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,246,426 | 1,240,479 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $312,434,389 | 1,133,446 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $177,808,483 | 1,061,987 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,929,492 | 1,108,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $176,931,525 | 1,025,690 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,418,791 | 102,264 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $66,211,651 | 499,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,754,179 | 159,052 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,153,230 | 158,362 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,476,632 | 201,476 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,147,528 | 204,937 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,564,541 | 206,831 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,814,707 | 221,047 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $10,176,019 | 209,465 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,675,841 | 185,425 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,174,695 | 167,937 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,712,035 | 159,034 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,137,865 | 149,691 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,862,538 | 148,008 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,327,589 | 144,515 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,538,662 | 124,579 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,840,184 | 121,675 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $96,286 | 4,061 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||