Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$109,585,420
+$19,290,007 QoQ
Shares Held
354,061
+35.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. AVGO ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
750,125 | $130,821,800 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
354,061 | $109,585,420 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
691,364 | $104,589,545 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
302,885 | $102,359,985 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
436,346 | $96,899,356 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
463,022 | $81,251,100 | |
| 7 | STM |
STMicroelectronics N.V.
|
2,334,005 | $80,639,872 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
538,748 | $60,496,012 |
All Filings in AVGO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,585,420 | 354,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,295,413 | 260,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $100,080,837 | 303,358 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $103,945,685 | 377,093 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $75,516,790 | 451,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,776,043 | 417,426 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $75,674,197 | 438,691 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,867,088 | 36,543 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,767,743 | 28,427 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,567,151 | 22,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,040,836 | 36,611 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,117,369 | 35,938 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,051,805 | 47,570 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,894,332 | 33,880 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,515,406 | 34,130 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,774,663 | 36,530 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,416,711 | 38,380 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,392,148 | 35,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,655,066 | 34,130 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,570,234 | 32,930 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,570,880 | 33,880 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,053,029 | 24,050 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||