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, 2026LYELL 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 |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
576,081 | $115,268,047 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
69,499 | $40,372,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
66,578 | $31,795,655 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
46,015 | $17,382,166 | |
| 5 | MU |
Micron Technology Inc
|
2,880 | $3,324,355 | |
| 6 | TXN |
Texas Instruments Inc
|
3,111 | $927,295 | |
| 7 | INTC |
Intel Corp
|
5,250 | $733,057 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,476 | $272,750 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,382,166 | 46,015 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,333,663 | 39,849 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,954,416 | 22,983 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,414,812 | 16,413 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,545,468 | 16,490 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,778,333 | 16,594 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,851,789 | 16,614 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,865,225 | 16,610 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,669,996 | 1,663 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,139,211 | 1,614 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,760,326 | 1,577 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,264,973 | 1,523 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,537,953 | 1,773 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,143,865 | 1,783 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $982,950 | 1,758 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $654,026 | 1,473 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $651,957 | 1,342 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $842,511 | 1,338 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $841,743 | 1,265 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $636,228 | 1,312 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $625,614 | 1,312 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $582,356 | 1,256 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||