Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,440,661
+$48,829,011 QoQ
Shares Held
350,604
+29.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#446
of 4,764 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. AVGO ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,443,734 | $288,876,736 | |
| 2 | AVGO |
Broadcom Inc.
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|
350,604 | $132,440,661 | |
| 3 | MU |
Micron Technology Inc
|
102,693 | $118,537,502 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
240,719 | $114,960,172 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
79,986 | $46,464,667 | |
| 6 | INTC |
Intel Corp
|
201,768 | $28,172,865 | |
| 7 | QCOM |
Qualcomm Inc/De
|
127,861 | $23,627,434 | |
| 8 | ADI |
Analog Devices Inc
|
47,826 | $18,995,052 |
All Filings in AVGO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,440,661 | 350,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,611,650 | 270,142 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,050,720 | 260,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,681,610 | 211,214 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,247,384 | 214,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,497,228 | 217,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,720,078 | 85,059 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,710,250 | 38,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,280,832 | 3,912 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,754,245 | 3,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,361,824 | 1,220 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $935,232 | 1,126 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $904,729 | 1,043 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $644,105 | 1,004 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $439,475 | 786 | Shares | Other | 2023-02-15 | |
| 2022-03-31 | $219,758 | 349 | Shares | Other | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||