Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$724,279,339
+$166,575,128 QoQ
Shares Held
1,917,351
+6.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#172
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$131,483
PutShares
4,100
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 Jun 30, 2026Creative Planning holds $5,983,824,451 across 51 Semiconductors names. AVGO ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
14,693,402 | $2,940,002,805 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,917,351 | $724,279,339 | |
| 3 | MU |
Micron Technology Inc
|
449,717 | $519,103,835 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
769,530 | $447,027,671 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
707,850 | $338,047,924 | |
| 6 | INTC |
Intel Corp
|
1,541,526 | $215,243,274 | |
| 7 | QCOM |
Qualcomm Inc/De
|
539,733 | $99,737,261 | |
| 8 | TXN |
Texas Instruments Inc
|
305,817 | $91,154,872 |
All Filings in AVGO
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,483 | 4,100 | Put | Sole | 2026-08-13 | |
| 2026-06-30 | $724,279,339 | 1,917,351 | Shares | Defined | 2026-08-13 | |
| 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 | $21,694 | 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 | $11,616 | 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 | $133,407,487 | 779,322 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $18,419 | 600 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $125,417,562 | 78,116 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,323 | 300 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $97,259,910 | 73,381 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $75,956,346 | 68,046 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,503,581 | 71,641 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $48,794,671 | 56,252 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $34,706,030 | 54,098 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,047,921 | 51,952 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $21,864,384 | 49,243 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,178,560 | 51,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,878,111 | 52,214 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,807,706 | 44,796 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,177,862 | 43,672 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,331,026 | 42,637 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $21,400,690 | 46,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,497,898 | 44,531 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $13,467,088 | 36,965 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $72,864 | 200 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $63,122 | 200 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $11,309,253 | 35,833 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,020,320 | 42,262 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $94,840 | 400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||