Position in AVGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$206,507,548
-$18,754,059 QoQ
Shares Held
667,208
+2.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.6597497935429528.ToString("F0")%
Shared 0.ToString("F0")%
None 98.34025020645704.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026CWM, LLC holds $1,116,560,067 across 57 Semiconductors names. AVGO ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,473,955 | $605,857,752 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
667,208 | $206,507,548 | |
| 3 | MU |
Micron Technology Inc
|
219,439 | $74,135,271 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
235,276 | $47,862,196 | |
| 5 | INTC |
Intel Corp
|
816,092 | $36,014,139 | |
| 6 | QCOM |
Qualcomm Inc/De
|
188,469 | $24,271,037 | |
| 7 | TXN |
Texas Instruments Inc
|
115,262 | $22,376,964 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
131,727 | $19,927,660 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,507,548 | 667,208 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $225,261,607 | 650,857 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $206,505,185 | 625,944 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $159,585,913 | 578,944 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $96,248,809 | 574,860 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $136,213,882 | 587,534 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $89,684,820 | 519,912 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,218,944 | 44,963 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,632,573 | 34,952 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,258,557 | 29,192 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,856,678 | 22,354 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,297,848 | 14,962 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $740,914 | 11,549 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $496,004 | 8,871 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $294,245 | 6,627 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $297,364 | 6,121 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $401,295 | 6,373 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $388,732 | 5,842 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $150,776 | 3,162 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $146,609 | 3,162 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $138,448 | 3,162 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $115,197 | 3,162 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $99,795 | 3,162 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $74,971 | 3,162 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||