Position in AVGO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$66,408,450
+$12,770,367 QoQ
Shares Held
175,800
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
21.28%
of 13F equity value
Holder Rank
#640
of 4,764 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026M & L Capital Management Ltd holds $184,693,134 across 6 Semiconductors names. AVGO ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
175,800 | $66,408,450 | |
| 2 | MU |
Micron Technology Inc
|
41,763 | $48,206,613 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
119,500 | $35,597,855 | |
| 4 | ALAB |
Astera Labs, Inc.
|
46,200 | $22,315,524 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
41,100 | $11,177,145 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,700 | $987,547 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,408,450 | 175,800 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $53,638,083 | 173,300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $45,512,150 | 131,500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $43,383,165 | 131,500 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $36,247,975 | 131,500 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $22,017,045 | 131,500 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $30,486,960 | 131,500 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||