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LYELL WEALTH MANAGEMENT, LP

Position in AVGO — Broadcom Inc.

CIK 1686444 MENLO PARK, CA

Position in AVGO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$17,382,166
+$5,048,503 QoQ
Shares Held
46,015
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,164
of 4,764 holders
Holding Since
Mar 2021
22 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, 2026

LYELL WEALTH MANAGEMENT, LP holds $210,535,127 across 10 Semiconductors names. AVGO ranks #4 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AVGO
Broadcom Inc.
This page
46,015 $17,382,166

All Filings in AVGO

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,382,166 46,015
2026-03-31 $12,333,663 39,849
2025-12-31 $7,954,416 22,983
2025-09-30 $5,414,812 16,413
2025-06-30 $4,545,468 16,490
2025-03-31 $2,778,333 16,594
2024-12-31 $3,851,789 16,614
2024-09-30 $2,865,225 16,610
2024-06-30 $2,669,996 1,663
2024-03-31 $2,139,211 1,614
2023-12-31 $1,760,326 1,577
2023-09-30 $1,264,973 1,523
2023-06-30 $1,537,953 1,773
2023-03-31 $1,143,865 1,783
2022-12-31 $982,950 1,758
2022-09-30 $654,026 1,473
2022-06-30 $651,957 1,342
2022-03-31 $842,511 1,338
2021-12-31 $841,743 1,265
2021-09-30 $636,228 1,312
2021-06-30 $625,614 1,312
2021-03-31 $582,356 1,256