Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,099,514
+$40,129,461 QoQ
Shares Held
235,869
+49.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#557
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2024CallValue
$16,055,300
CallShares
100,000
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, 2026Cresset Asset Management, LLC holds $678,523,655 across 29 Semiconductors names. AVGO ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,085,141 | $217,125,862 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
235,869 | $89,099,514 | |
| 3 | TXN |
Texas Instruments Inc
|
234,836 | $69,997,566 | |
| 4 | MU |
Micron Technology Inc
|
53,048 | $61,232,775 | |
| 5 | ADI |
Analog Devices Inc
|
143,889 | $57,148,394 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
71,709 | $41,656,475 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
78,522 | $37,499,751 | |
| 8 | QCOM |
Qualcomm Inc/De
|
190,872 | $35,271,236 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,099,514 | 235,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,970,053 | 158,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,803,901 | 149,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,082,488 | 139,682 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $37,850,604 | 137,314 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $44,870,402 | 267,995 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,503,535 | 286,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,029,819 | 521,912 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,055,300 | 10,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $78,801,017 | 49,081 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,172,157 | 40,872 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $39,035,262 | 34,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,754,606 | 29,804 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,387,073 | 29,267 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,580,114 | 8,698 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,944,945 | 8,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,740,784 | 8,425 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,065,743 | 8,369 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,821,391 | 9,245 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,251,195 | 13,903 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,301,888 | 6,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,903,478 | 6,089 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,492,636 | 5,376 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,761,032 | 4,022 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,484,968 | 4,076 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,039,619 | 3,294 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $666,251 | 2,810 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||