Position in AVGO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,228,629
-$2,068,325 QoQ
Shares Held
8,547
-50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,372
of 4,764 holders
Holding Since
Sep 2021
18 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, 2026Machina Capital S.A.S. holds $20,976,101 across 8 Semiconductors names. AVGO ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,685 | $5,139,311 | |
| 2 | MU |
Micron Technology Inc
|
4,239 | $4,893,035 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
6,716 | $3,901,391 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
8,547 | $3,228,629 | |
| 5 | GFS |
GLOBALFOUNDRIES Inc.
|
20,347 | $1,676,796 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,682 | $798,940 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
2,404 | $675,596 | |
| 8 | QRVO |
Qorvo, Inc.
|
7,102 | $662,403 |
All Filings in AVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,228,629 | 8,547 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,296,954 | 17,114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,672,009 | 4,831 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,520,298 | 22,795 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,168,771 | 22,379 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,350,490 | 8,066 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,780,299 | 7,679 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,620,292 | 9,393 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,093,611 | 1,304 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,121,296 | 846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $832,722 | 746 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $274,091 | 330 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $459,737 | 530 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,232,398 | 1,921 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $281,946 | 635 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $690,336 | 1,421 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $774,537 | 1,164 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $434,497 | 896 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||