Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,662,500
+$34,896,600 QoQ
Shares Held
150,000
+15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#692
of 4,764 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026APPALOOSA LP holds $2,436,150,225 across 6 Semiconductors names. AVGO ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
975,000 | $1,125,432,750 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,650,000 | $787,990,500 | |
| 3 | NVDA |
Nvidia Corp
|
1,525,000 | $305,137,250 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
197,500 | $114,729,725 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
150,000 | $56,662,500 | |
| 6 | QCOM |
Qualcomm Inc/De
|
250,000 | $46,197,500 |
All Filings in AVGO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,662,500 | 150,000 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $21,765,900 | 130,000 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $104,091,600 | 120,000 | Shares | Sole | 2023-08-14 | |
| 2020-06-30 | $63,122,000 | 200,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $55,244,300 | 233,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||