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OAK FAMILY ADVISORS, LLC

Position in AVGO — Broadcom Inc.

CIK 1846161 CHICAGO, IL

Position in AVGO

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$204,362
+$47,655 QoQ
Shares Held
541
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,578
of 4,764 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority Sole 59% Shared 0% None 41%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Derivatives in AVGO

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$65,982
PutShares
200

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, 2026

OAK FAMILY ADVISORS, LLC holds $33,573,127 across 6 Semiconductors names. AVGO ranks #6 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 AVGO
Broadcom Inc.
This page
541 $204,362

All Filings in AVGO

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $204,362 541
2025-09-30 $65,982 200
2025-09-30 $156,707 475
2024-12-31 $252,473 1,089
2024-06-30 $576,385 359