Position in AVGO
as of Mar 31, 2026
· filed Jun 15, 2026
Position Value
$167,646,401
+$119,510,813 QoQ
Shares Held
541,651
+289.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2025CallValue
$2,318,870
CallShares
6,700
PutValue
$0
PutShares
0
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, 2026Carmignac Gestion holds $1,018,457,981 across 8 Semiconductors names. AVGO ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,566,444 | $796,387,833 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
541,651 | $167,646,401 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
364,500 | $34,215,615 | |
| 4 | ALAB |
Astera Labs, Inc.
|
60,000 | $6,576,000 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
27,843 | $5,795,520 | |
| 6 | MU |
Micron Technology Inc
|
15,000 | $5,067,600 | |
| 7 | SKYT |
SkyWater Technology, Inc
|
84,106 | $2,305,345 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,372 | $463,667 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,646,401 | 541,651 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $48,135,588 | 139,080 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $2,318,870 | 6,700 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $65,923,935 | 199,824 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $229,650,630 | 833,124 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $137,909,412 | 823,684 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $230,987,060 | 996,321 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $32,341,680 | 139,500 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $135,717,825 | 786,770 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,178,309 | 138,137 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $26,022 | 300 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||