Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$59,472,965
-$3,404,060 QoQ
Shares Held
192,152
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $349,360,412 across 13 Semiconductors names. AVGO ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
889,790 | $155,179,376 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
192,152 | $59,472,965 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
99,636 | $33,671,986 | |
| 4 | ADI |
Analog Devices Inc
|
84,552 | $26,899,373 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
105,430 | $21,447,624 | |
| 6 | INTC |
Intel Corp
|
325,094 | $14,346,398 | |
| 7 | MU |
Micron Technology Inc
|
40,405 | $13,650,425 | |
| 8 | LASR |
Nlight, Inc.
|
151,978 | $8,665,785 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,472,965 | 192,152 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $62,877,025 | 181,673 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $65,404,327 | 198,249 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,796,579 | 206,046 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,839,947 | 202,114 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,006,394 | 181,187 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $26,487,202 | 153,549 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,418,655 | 21,293 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,738,164 | 20,659 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,980,004 | 17,738 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,266,551 | 15,249 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,339,658 | 15,444 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $988,998 | 15,416 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $772,382 | 13,814 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $577,657 | 13,010 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $500,384 | 10,300 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $595,047 | 9,450 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||