Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,061,068
+$4,417,990 QoQ
Shares Held
66,343
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#985
of 4,778 holders
Holding Since
Jun 2020
25 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. AVGO ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,061,068 | 66,343 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,643,078 | 66,696 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,402,935 | 67,619 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,733,151 | 65,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,969,072 | 65,188 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $11,166,408 | 66,693 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,381,888 | 66,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,360,677 | 65,859 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $10,604,525 | 6,605 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,917,358 | 6,728 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,553,663 | 6,767 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,210,228 | 6,273 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,762,911 | 4,338 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,751,565 | 4,289 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,395,872 | 4,285 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,901,694 | 4,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,105,014 | 4,333 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,477,790 | 3,935 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,095,709 | 7,658 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,136,527 | 6,468 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,676,502 | 5,613 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,291,871 | 4,943 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,531,599 | 3,498 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $531,178 | 1,458 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $315,610 | 1,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||