Position in AVGO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$173,924,032
+$170,880,622 QoQ
Shares Held
460,421
+4582.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#15
of 538 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0.06320302505750172.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9367969749425.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$40,155
PutShares
303
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, 2026Curated Wealth Partners LLC holds $1,148,368,192 across 19 Semiconductors names. AVGO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
543,893 | $315,952,881 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
460,421 | $173,924,032 | |
| 3 | TXN |
Texas Instruments Inc
|
521,696 | $155,501,926 | |
| 4 | QCOM |
Qualcomm Inc/De
|
695,928 | $128,600,534 | |
| 5 | MU |
Micron Technology Inc
|
98,545 | $113,749,507 | |
| 6 | ADI |
Analog Devices Inc
|
180,523 | $71,698,319 | |
| 7 | MPWR |
Monolithic Power Systems Inc
|
45,255 | $62,558,700 | |
| 8 | ALAB |
Astera Labs, Inc.
|
95,068 | $45,919,745 |
All Filings in AVGO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,924,032 | 460,421 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $3,043,410 | 9,833 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $3,753,107 | 10,844 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $2,347,308 | 7,115 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,471,418 | 5,338 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $659,672 | 3,940 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $504,019 | 2,174 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $524,745 | 3,042 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $48,807 | 304 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $40,155 | 303 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $33,710 | 302 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $25,082 | 302 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $26,976 | 311 | Shares | Other | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||