SYCOMORE ASSET MANAGEMENT

Position in AVGO — Broadcom Inc.

CIK 1728681 PARIS, I0

Position in AVGO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$39,355,128

+$39,336,574 QoQ

Shares Held

104,183

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

#820

of 4,764 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SYCOMORE ASSET MANAGEMENT holds $384,149,829 across 8 Semiconductors names. AVGO ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	155,733	$179,761,044
2	NVDA	Nvidia Corp	380,389	$76,112,035
3	AMD	Advanced Micro Devices Inc	67,942	$39,468,187
4	AVGO	Broadcom Inc. This page	104,183	$39,355,128
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	40,524	$19,353,046
6	ADI	Analog Devices Inc	44,251	$17,575,169
7	ALAB	Astera Labs, Inc.	17,231	$8,322,917
8	ON	On Semiconductor Corp	44,450	$4,202,303

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,355,128	104,183	0.0%	Shares	Sole	2026-07-16
2026-03-31	$18,554	104,183	0.0%	Shares	Sole	2026-05-11
2025-06-30	$18,554	104,183	0.0%	Shares	Sole	2025-08-01
2025-03-31	$17,443,359	104,183	0.0%	Shares	Sole	2025-05-14
2024-12-31	$18,554	104,183	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$18,626,895	107,982	+966.8%	Shares	Sole	2024-11-06
2024-06-30	$16,251,174	10,122	+7.3%	Shares	Sole	2024-08-28
2024-03-31	$12,499,941	9,431	-7.0%	Shares	Sole	2024-04-29
2023-12-31	$11,317,658	10,139	+24.3%	Shares	Sole	2024-02-02
2023-09-30	$6,777,532	8,160	+56.6%	Shares	Sole	2023-10-27
2022-12-31	$2,913,067	5,210	+73.1%	Shares	Sole	2023-01-05
2022-09-30	$1,336,470	3,010	-67.1%	Shares	Sole	2022-11-07
2021-03-31	$4,235,997	9,136	-19.5%	Shares	Sole	2021-05-14
2020-12-31	$4,967,846	11,346	-0.1%	Shares	Sole	2021-02-09
2020-09-30	$4,137,946	11,358	—	Shares	Sole	2020-10-08
No filing history on record for this holder in this stock.