Munro Partners

Position in AVGO — Broadcom Inc.

CIK 1768744 MELBOURNE, C3

Position in AVGO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$147,079,229

+$20,676,584 QoQ

Shares Held

389,356

-4.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.35%

of 13F equity value

Holder Rank

#430

of 4,764 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Munro Partners holds $817,430,961 across 9 Semiconductors names. AVGO ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,483,301	$296,793,697
2	AVGO	Broadcom Inc. This page	389,356	$147,079,229
3	MU	Micron Technology Inc	99,985	$115,411,685
4	AMD	Advanced Micro Devices Inc	171,716	$99,751,541
5	ARM	Arm Holdings PLC /Uk	193,733	$68,691,909
6	MRVL	Marvell Technology, Inc.	171,565	$51,107,497
7	QCOM	Qualcomm Inc/De	110,365	$20,394,348
8	TSEM	Tower Semiconductor Ltd	56,530	$14,733,979

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,079,229	389,356	-4.7%	Shares	Sole	2026-08-10
2026-03-31	$126,402,645	408,396	+222.4%	Shares	Sole	2026-05-06
2025-12-31	$43,842,563	126,676	-63.8%	Shares	Sole	2026-02-17
2025-09-30	$115,318,720	349,546	+70.3%	Shares	Sole	2025-10-15
2025-06-30	$56,567,790	205,216	-56.5%	Shares	Sole	2025-10-15
2025-03-31	$78,996,822	471,820	+4.1%	Shares	Sole	2025-10-14
2024-12-31	$105,078,002	453,235	+18.7%	Shares	Sole	2025-10-15
2024-09-30	$65,845,837	381,715	+22486.7%	Shares	Sole	2025-10-21
2024-06-30	$2,713,345	1,690	+0.6%	Shares	Sole	2025-10-21
2024-03-31	$2,226,688	1,680	-93.6%	Shares	Sole	2025-10-21
2023-12-31	$29,295,981	26,245	-86.2%	Shares	Sole	2025-10-28
2020-12-31	$83,386,343	190,445	+7.9%	Shares	Sole	2025-10-28
2020-09-30	$64,327,982	176,570	+96.6%	Shares	Sole	2025-10-28
2020-06-30	$28,351,246	89,830	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.