Position in AVGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$158,682,062
-$3,734,707 QoQ
Shares Held
512,688
+9.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$464,265
PutShares
1,500
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 Mar 31, 2026NewEdge Wealth, LLC holds $531,466,601 across 20 Semiconductors names. AVGO ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,372,227 | $239,316,388 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
512,688 | $158,682,062 | |
| 3 | QCOM |
Qualcomm Inc/De
|
298,683 | $38,464,396 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
33,727 | $36,875,415 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
94,026 | $31,776,086 | |
| 6 | TXN |
Texas Instruments Inc
|
44,561 | $8,651,072 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
15,232 | $3,098,645 | |
| 8 | MU |
Micron Technology Inc
|
8,834 | $2,984,478 |
All Filings in AVGO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464,265 | 1,500 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $158,682,062 | 512,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $162,416,769 | 469,277 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $130,218,116 | 394,708 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $117,461,907 | 426,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $62,014,062 | 370,388 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $99,375,202 | 428,637 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $69,576,322 | 403,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $55,933,454 | 34,838 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $67,495,178 | 50,924 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $52,538,538 | 47,067 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $36,785,557 | 44,289 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,679,998 | 41,133 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,687,091 | 7,306 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,774,411 | 8,539 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,634,665 | 8,186 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,672,237 | 7,559 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,227,807 | 3,538 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,100,588 | 1,654 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $637,682 | 1,315 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $626,090 | 1,313 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $500,752 | 1,080 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||