Position in AVGO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$251,537,681
+$53,401,760 QoQ
Shares Held
665,884
+4.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#339
of 4,778 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$868,825
PutShares
2,300
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, 2026Sequoia Financial Advisors, LLC holds $1,088,224,090 across 34 Semiconductors names. AVGO ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,836,315 | $567,518,268 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
665,884 | $251,537,681 | |
| 3 | MU |
Micron Technology Inc
|
58,236 | $67,221,232 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
71,085 | $41,293,987 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
65,597 | $31,327,159 | |
| 6 | QCOM |
Qualcomm Inc/De
|
153,479 | $28,361,384 | |
| 7 | INTC |
Intel Corp
|
175,809 | $24,548,210 | |
| 8 | TXN |
Texas Instruments Inc
|
57,763 | $17,217,417 |
All Filings in AVGO
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,825 | 2,300 | Put | Sole | 2026-07-17 | |
| 2026-06-30 | $251,537,681 | 665,884 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $711,873 | 2,300 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $92,853 | 300 | Call | Sole | 2026-04-30 | |
| 2026-03-31 | $198,135,921 | 640,160 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $796,030 | 2,300 | Put | Sole | 2026-02-03 | |
| 2025-12-31 | $219,270,616 | 633,547 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $34,610 | 100 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $206,788,247 | 626,802 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $1,451,604 | 4,400 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $169,417,522 | 614,611 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $1,212,860 | 4,400 | Put | Sole | 2025-07-25 | |
| 2025-03-31 | $93,359,470 | 557,603 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $127,504,812 | 549,969 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $88,879,762 | 515,245 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $77,781,506 | 48,446 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $41,631,128 | 31,410 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $44,303,962 | 39,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,937,779 | 4,741 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,880,014 | 4,473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,426,945 | 3,783 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,027,964 | 3,627 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $798,329 | 1,798 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $970,648 | 1,998 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,457,079 | 2,314 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,161,140 | 1,745 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $546,935 | 1,147 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $446,040 | 962 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $471,564 | 1,077 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $334,445 | 918 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $290,992 | 922 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $213,390 | 900 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||