Davis Investment Partners, LLC

Position in AVGO — Broadcom Inc.

CIK 1963865 CHARLOTTE, NC

Position in AVGO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$408,725

+$90,549 QoQ

Shares Held

1,082

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#4,151

of 4,778 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Davis Investment Partners, LLC holds $3,892,916 across 6 Semiconductors names. AVGO ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADI	Analog Devices Inc	5,225	$2,075,213
2	NVDA	Nvidia Corp	2,747	$549,647
3	AVGO	Broadcom Inc. This page	1,082	$408,725
4	MU	Micron Technology Inc	297	$342,824
5	QCOM	Qualcomm Inc/De	1,435	$265,173
6	INTC	Intel Corp	1,800	$251,334

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,725	1,082	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$318,176	1,028	-28.1%	Shares	Sole	2026-04-20
2025-12-31	$494,923	1,430	-1.5%	Shares	Sole	2026-01-06
2025-09-30	$479,029	1,452	-3.3%	Shares	Sole	2025-10-20
2025-06-30	$413,750	1,501	-7.5%	Shares	Sole	2025-07-08
2025-03-31	$271,571	1,622	+17.6%	Shares	Sole	2025-04-15
2024-12-31	$319,707	1,379	—	Shares	Sole	2025-01-13
No filing history on record for this holder in this stock.