Covea Finance

Position in AVGO — Broadcom Inc.

CIK 1636948 PARIS, I0

Position in AVGO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$77,653,312

+$7,741,194 QoQ

Shares Held

205,568

-9.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#601

of 4,764 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Covea Finance holds $374,641,935 across 10 Semiconductors names. AVGO ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	591,189	$118,291,007
2	AVGO	Broadcom Inc. This page	205,568	$77,653,312
3	AMD	Advanced Micro Devices Inc	100,044	$58,116,560
4	ADI	Analog Devices Inc	97,600	$38,763,792
5	MU	Micron Technology Inc	28,480	$32,874,179
6	TXN	Texas Instruments Inc	62,950	$18,763,506
7	MTSI	MACOM Technology Solutions Holdings, Inc.	28,900	$10,992,693
8	ON	On Semiconductor Corp	103,613	$9,795,573

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,653,312	205,568	-9.0%	Shares	Sole	2026-07-13
2026-03-31	$69,912,118	225,880	-3.5%	Shares	Sole	2026-04-15
2025-12-31	$81,011,627	234,070	+46.3%	Shares	Sole	2026-01-07
2025-09-30	$52,775,702	159,970	-2.1%	Shares	Sole	2025-10-16
2025-06-30	$45,060,505	163,470	-19.6%	Shares	Sole	2025-07-15
2025-03-31	$34,038,519	203,300	-42.1%	Shares	Sole	2025-04-22
2024-12-31	$81,399,024	351,100	-7.8%	Shares	Sole	2025-01-14
2024-09-30	$65,670,750	380,700	+889.6%	Shares	Sole	2024-10-10
2024-06-30	$61,764,739	38,470	+1.5%	Shares	Sole	2024-07-16
2024-03-31	$50,233,039	37,900	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.