Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$245,581,696
+$56,173,029 QoQ
Shares Held
650,117
+6.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#33
of 1,599 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. AVGO ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in AVGO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,581,696 | 650,117 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $189,408,667 | 611,963 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $198,410,823 | 573,276 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $213,750,338 | 647,905 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $174,267,859 | 632,207 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $113,353,457 | 677,020 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $166,135,384 | 716,595 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $135,181,177 | 783,659 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,441,377 | 27,663 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,090,082 | 30,859 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,752,259 | 51,532 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,081,968 | 49,146 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,644,767 | 42,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,712,270 | 26,690 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $822,312 | 14,707 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||