Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,260,456
+$1,844,475 QoQ
Shares Held
5,984
+345.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,681
of 4,764 holders
Holding Since
Mar 2020
15 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, 2026Neo Ivy Capital Management holds $24,099,354 across 13 Semiconductors names. AVGO ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
27,208 | $5,444,048 | |
| 2 | MU |
Micron Technology Inc
|
3,944 | $4,552,519 | |
| 3 | INTC |
Intel Corp
|
20,131 | $2,810,891 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
8,904 | $2,652,412 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,276 | $2,483,971 | |
| 6 | AVGO |
Broadcom Inc.
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|
5,984 | $2,260,456 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
5,174 | $1,407,069 | |
| 8 | POWI |
Power Integrations Inc
|
11,327 | $948,749 |
All Filings in AVGO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,260,456 | 5,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $415,981 | 1,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,169,349 | 14,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $265,907 | 806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $355,312 | 1,289 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,503,413 | 14,952 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,425,120 | 6,147 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $972,210 | 5,636 | Shares | Sole | 2024-11-18 | |
| 2022-09-30 | $39,960 | 90 | Shares | Sole | 2022-11-16 | |
| 2021-09-30 | $174,089 | 359 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $695,026 | 1,499 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $28,898 | 66 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $571,618 | 1,569 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $113,303 | 359 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $22,287 | 94 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||