Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,710,798
+$11,915,319 QoQ
Shares Held
68,063
+52.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#973
of 4,764 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Knollwood Investment Advisory, LLC holds $198,518,165 across 15 Semiconductors names. AVGO ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
476,023 | $95,247,442 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
62,522 | $36,319,655 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
68,063 | $25,710,798 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
19,568 | $9,345,089 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
5,685 | $7,858,716 | |
| 6 | INTC |
Intel Corp
|
44,748 | $6,248,163 | |
| 7 | MU |
Micron Technology Inc
|
4,204 | $4,852,635 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
20,706 | $4,576,026 |
All Filings in AVGO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,710,798 | 68,063 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,795,479 | 44,572 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,149,606 | 40,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,689,041 | 35,431 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,730,445 | 35,300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,910,279 | 35,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,491,520 | 28,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,830,000 | 28,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,592,930 | 1,615 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||