Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$130,176,809
-$32,399,512 QoQ
Shares Held
420,590
-10.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 96.00537340402767.ToString("F0")%
Shared 3.9946265959723246.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$17,951,580
CallShares
58,000
PutValue
$59,240,214
PutShares
191,400
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, 2026LMR Partners LLP holds $830,849,899 across 25 Semiconductors names. AVGO ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,006,239 | $175,488,081 | |
| 2 | MU |
Micron Technology Inc
|
483,001 | $163,177,056 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
420,590 | $130,176,809 | |
| 4 | SLAB |
Silicon Laboratories Inc.
|
238,166 | $49,574,252 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
138,016 | $46,642,507 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
244,339 | $42,876,606 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
430,000 | $39,886,800 | |
| 8 | QRVO |
Qorvo, Inc.
|
393,660 | $30,469,283 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,951,580 | 58,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $130,176,809 | 420,590 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $59,240,214 | 191,400 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $162,576,321 | 469,738 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $18,689,400 | 54,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $33,606,310 | 97,100 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $11,249,931 | 34,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $110,667,319 | 335,447 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $17,716,167 | 53,700 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $77,512,780 | 281,200 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $21,969,305 | 79,700 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $21,969,305 | 79,700 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $11,720,100 | 70,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,538,447 | 157,602 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $77,548,582 | 449,557 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $3,127,251 | 19,478 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,009,851 | 15,164 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $60,882 | 949 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,007,384 | 18,017 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,161 | 5,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,530,252 | 31,499 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,174,348 | 34,531 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $329,476 | 7,106 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $248,976 | 6,834 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $286,163 | 9,067 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||