Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,579,900
New position
Shares Held
83,600
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#893
of 4,799 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026SUVRETTA CAPITAL MANAGEMENT, LLC holds $508,670,458 across 5 Semiconductors names. AVGO ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
257,240 | $149,433,288 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
304,627 | $145,480,716 | |
| 3 | NVDA |
Nvidia Corp
|
720,609 | $144,186,654 | |
| 4 | CBRS |
Cerebras Systems Inc.
|
171,900 | $37,989,900 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
83,600 | $31,579,900 |
All Filings in AVGO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,579,900 | 83,600 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||