Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$511,532,051
+$343,885,650 QoQ
Shares Held
1,354,155
+150.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
6.52%
of 13F equity value
Holder Rank
#228
of 4,786 holders
Holding Since
Jun 2023
10 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
$0
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 Jun 30, 2026Carmignac Gestion holds $1,490,404,834 across 5 Semiconductors names. AVGO ranks #2 (34.3% of the industry book) .
All Filings in AVGO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,532,051 | 1,354,155 | Shares | Sole | 2026-08-13 | |
| 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 | — | 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 | $32,342 | 139,500 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $135,717,825 | 786,770 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,783,097 | 138,137 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $260,229 | 300 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||