Position in AVGO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$557,704,211
-$31,079,723 QoQ
Shares Held
1,801,894
+5.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5196201994236062.ToString("F0")%
Shared 0.ToString("F0")%
None 99.48037980057639.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$2,276,379
PutShares
6,900
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, 2026Creative Planning holds $3,891,997,026 across 49 Semiconductors names. AVGO ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,535,313 | $2,360,558,586 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,801,894 | $557,704,211 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
638,516 | $215,786,481 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
731,233 | $148,754,728 | |
| 5 | MU |
Micron Technology Inc
|
403,307 | $136,253,236 | |
| 6 | QCOM |
Qualcomm Inc/De
|
509,793 | $65,651,141 | |
| 7 | INTC |
Intel Corp
|
1,448,084 | $63,903,946 | |
| 8 | TXN |
Texas Instruments Inc
|
275,081 | $53,404,224 |
All Filings in AVGO
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $557,704,211 | 1,801,894 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $588,783,934 | 1,701,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,276,379 | 6,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $500,769,069 | 1,517,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,012,105 | 1,081,125 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $1,212,860 | 4,400 | Put | Sole | 2025-08-08 | |
| 2025-03-31 | $161,044,051 | 961,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $196,193,208 | 846,244 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $134,433,044 | 779,322 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $96,331 | 600 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $12,541,738 | 78,116 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $39,762 | 300 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $9,725,991 | 73,381 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,595,633 | 68,046 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,950,358 | 71,641 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,879,466 | 56,252 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,470,602 | 54,098 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,904,792 | 51,952 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,186,438 | 49,243 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,517,856 | 51,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,287,811 | 52,214 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,980,770 | 44,796 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,117,786 | 43,672 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,033,102 | 42,637 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,140,069 | 46,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,949,789 | 44,531 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,346,708 | 36,965 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $7,286 | 200 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $6,312 | 200 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $1,130,925 | 35,833 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,002,032 | 42,262 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $9,484 | 400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||