Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,684,946
+$1,555,410 QoQ
Shares Held
20,344
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,694
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2025CallValue
$588,370
CallShares
1,700
PutValue
$173,050
PutShares
500
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, 2026Perennial Investment Advisors, LLC holds $96,967,890 across 14 Semiconductors names. AVGO ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
323,551 | $64,739,319 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
20,344 | $7,684,946 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,808 | $5,697,565 | |
| 4 | MU |
Micron Technology Inc
|
4,329 | $4,996,921 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,009 | $4,779,998 | |
| 6 | INTC |
Intel Corp
|
21,320 | $2,976,911 | |
| 7 | ADI |
Analog Devices Inc
|
2,883 | $1,145,041 | |
| 8 | TXN |
Texas Instruments Inc
|
3,622 | $1,079,609 |
All Filings in AVGO
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,684,946 | 20,344 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,129,536 | 19,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $588,370 | 1,700 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $173,050 | 500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $6,759,333 | 19,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,568,838 | 19,911 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,659,645 | 20,532 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $27,565 | 100 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $3,494,598 | 20,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,167,324 | 17,975 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,854,185 | 16,546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,745,456 | 1,710 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,814,486 | 1,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $446,500 | 400 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,384,150 | 1,240 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332,232 | 400 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $1,029,919 | 1,240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $346,972 | 400 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $1,062,601 | 1,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $748,035 | 1,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $590,441 | 1,056 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $442,677 | 997 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,704,707 | 3,509 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,169,247 | 3,445 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,905,734 | 2,864 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,235,601 | 2,548 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,190,192 | 2,496 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,153,586 | 2,488 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,081,489 | 2,470 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $895,862 | 2,459 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $859,721 | 2,724 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $633,294 | 2,671 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||