Ninety One North America, Inc.

Position in AVGO — Broadcom Inc.

CIK 1633343 New York, NY

Position in AVGO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$14,179,979

+$2,561,593 QoQ

Shares Held

37,538

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#358

of 1,898 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninety One North America, Inc. holds $112,530,712 across 5 Semiconductors names. AVGO ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	98,931	$47,246,477
2	NVDA	Nvidia Corp	146,533	$29,319,787
3	ASX	ASE Technology Holding Co., Ltd.	454,221	$20,494,451
4	AVGO	Broadcom Inc. This page	37,538	$14,179,979
5	QCOM	Qualcomm Inc/De	6,981	$1,290,018

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,179,979	37,538	0.0%	Shares	Sole	2026-07-16
2026-03-31	$11,618,386	37,538	-8.8%	Shares	Sole	2026-04-24
2025-12-31	$14,253,090	41,182	+476.2%	Shares	Sole	2026-01-27
2023-06-30	$6,199,522	7,147	-3.8%	Shares	Sole	2023-07-19
2023-03-31	$4,767,925	7,432	-42.3%	Shares	Sole	2023-04-28
2022-12-31	$7,203,271	12,883	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$5,679,775	12,792	0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,214,481	12,792	-50.8%	Shares	Sole	2022-08-15
2022-03-31	$16,384,273	26,020	+0.3%	Shares	Sole	2022-04-27
2021-12-31	$17,256,742	25,934	-7.7%	Shares	Sole	2022-02-11
2021-09-30	$13,628,472	28,104	-16.8%	Shares	Sole	2021-11-02
2021-06-30	$16,107,655	33,780	-0.7%	Shares	Sole	2021-08-12
2021-03-31	$15,774,176	34,021	+1.3%	Shares	Sole	2021-05-07
2020-12-31	$14,697,748	33,568	-0.3%	Shares	Sole	2021-02-05
2020-09-30	$12,268,111	33,674	+181.7%	Shares	Sole	2020-11-12
2020-06-30	$3,772,801	11,954	-89.2%	Shares	Sole	2020-08-20
2020-03-31	$26,154,026	110,308	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.