Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,746,045
+$1,944,873 QoQ
Shares Held
23,153
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#1,591
of 4,764 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Gunderson Capital Management LLC holds $125,205,737 across 10 Semiconductors names. AVGO ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
43,600 | $25,327,676 | |
| 2 | MU |
Micron Technology Inc
|
17,982 | $20,756,442 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
59,049 | $17,590,106 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
36,159 | $17,268,453 | |
| 5 | NVDA |
Nvidia Corp
|
69,679 | $13,942,071 | |
| 6 | AVGO |
Broadcom Inc.
This page
|
23,153 | $8,746,045 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
23,028 | $8,165,037 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
26,270 | $6,847,012 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,746,045 | 23,153 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,801,172 | 21,974 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,678,574 | 22,186 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $5,256,645 | 19,070 | Shares | Sole | 2025-07-24 | |
| 2023-12-31 | $7,565,942 | 6,778 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,614,720 | 6,760 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,088,784 | 9,325 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,521,895 | 10,166 | Shares | Sole | 2023-04-12 | |
| 2020-12-31 | $5,058,043 | 11,552 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||