Position in AVGO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$63,377,005
+$22,131,394 QoQ
Shares Held
167,775
+25.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#652
of 4,764 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $236,391,930 across 25 Semiconductors names. AVGO ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
369,170 | $73,867,224 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
167,775 | $63,377,005 | |
| 3 | MU |
Micron Technology Inc
|
18,602 | $21,472,101 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,754 | $21,373,167 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
21,524 | $12,503,506 | |
| 6 | INTC |
Intel Corp
|
87,311 | $12,191,234 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,838 | $9,186,331 | |
| 8 | MCHP |
Microchip Technology Inc
|
29,181 | $2,661,306 |
All Filings in AVGO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,377,005 | 167,775 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $41,245,611 | 133,261 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $43,775,419 | 126,482 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $17,385,927 | 52,699 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,219,288 | 44,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,577,152 | 39,283 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,658,538 | 50,287 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,504,612 | 43,505 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,009,989 | 4,989 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,328,148 | 4,020 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,633,553 | 4,151 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,534,099 | 3,051 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $271,505 | 313 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||