Position in AVGO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,385,938
+$5,592,881 QoQ
Shares Held
56,614
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,061
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$75,550
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $180,336,215 across 20 Semiconductors names. AVGO ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
486,162 | $97,276,154 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
56,614 | $21,385,938 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
31,727 | $15,151,863 | |
| 4 | MU |
Micron Technology Inc
|
10,232 | $11,810,695 | |
| 5 | INTC |
Intel Corp
|
81,172 | $11,334,046 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
12,242 | $7,111,500 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
13,313 | $3,965,809 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,706 | $3,087,101 |
All Filings in AVGO
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,385,938 | 56,614 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $75,550 | 200 | Call | Sole | 2026-07-08 | |
| 2026-03-31 | $2,040 | 700 | Put | Sole | 2026-05-08 | |
| 2026-03-31 | $216,657 | 700 | Call | Sole | 2026-05-08 | |
| 2026-03-31 | $15,793,057 | 51,026 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,552,451 | 68,051 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $362,901 | 1,100 | Call | Sole | 2025-11-03 | |
| 2025-09-30 | $3,174 | 1,100 | Put | Sole | 2025-11-03 | |
| 2025-09-30 | $21,472,852 | 65,087 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $18,266,774 | 66,268 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $10,162,163 | 60,695 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,729,101 | 59,218 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,802,485 | 56,826 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,396,921 | 5,230 | Shares | Sole | 2024-07-10 | |
| 2024-06-30 | $2,568,848 | 1,600 | Put | Sole | 2024-07-10 | |
| 2024-06-30 | $321,106 | 200 | Call | Sole | 2024-07-10 | |
| 2024-03-31 | $6,528,969 | 4,926 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,888,058 | 4,379 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,314,014 | 3,990 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,051,618 | 3,518 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,619,407 | 4,083 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,585,692 | 2,836 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,052,747 | 2,371 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $860,369 | 1,771 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,460,227 | 2,319 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,099,257 | 1,652 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $837,474 | 1,727 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $545,028 | 1,143 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,240,519 | 6,989 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,994,018 | 6,838 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $296,556 | 814 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $347,486 | 1,101 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $232,595 | 981 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||