Compound Planning, Inc.

Position in AVGO — Broadcom Inc.

CIK 1978879 NEW YORK, NY

Position in AVGO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$41,245,611

-$2,529,808 QoQ

Shares Held

133,261

+5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.5087760109859599.ToString("F0")% Shared 0.ToString("F0")% None 99.49122398901405.ToString("F0")%

Technology · as of Mar 31, 2026

Compound Planning, Inc. holds $147,114,417 across 23 Semiconductors names. AVGO ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	346,487	$60,427,332
2	AVGO	Broadcom Inc. This page	133,261	$41,245,611
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	43,812	$14,806,264
4	INTC	Intel Corp	125,089	$5,520,177
5	MU	Micron Technology Inc	14,799	$4,999,694
6	AMD	Advanced Micro Devices Inc	23,298	$4,739,511
7	MRVL	Marvell Technology, Inc.	37,599	$3,724,180
8	ADI	Analog Devices Inc	5,887	$1,872,889

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,245,611	133,261	+5.4%	Shares	Other	2026-05-14
2025-12-31	$43,775,419	126,482	+140.0%	Shares	Defined	2026-02-19
2025-09-30	$17,385,927	52,699	+18.9%	Shares	Sole	2025-11-10
2025-06-30	$12,219,288	44,329	+12.8%	Shares	Sole	2025-08-14
2025-03-31	$6,577,152	39,283	-21.9%	Shares	Sole	2025-05-14
2024-12-31	$11,658,538	50,287	+15.6%	Shares	Sole	2025-01-17
2024-09-30	$7,504,612	43,505	+772.0%	Shares	Sole	2024-10-08
2024-06-30	$800,998	4,989	+24.1%	Shares	Sole	2024-07-26
2024-03-31	$532,814	4,020	-3.2%	Shares	Sole	2024-05-07
2023-12-31	$463,355	4,151	+36.1%	Shares	Sole	2024-02-08
2023-09-30	$253,409	3,051	+874.8%	Shares	Sole	2023-11-09
2023-06-30	$27,150	313	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.