Position in AVGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$114,578,751
+$30,094,283 QoQ
Shares Held
303,319
+11.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#80
of 1,898 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$75,550
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $716,735,654 across 30 Semiconductors names. AVGO ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,463,389 | $292,809,504 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
303,319 | $114,578,751 | |
| 3 | MU |
Micron Technology Inc
|
91,350 | $105,444,390 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
83,392 | $48,443,246 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
111,613 | $33,248,395 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,669 | $18,467,153 | |
| 7 | INTC |
Intel Corp
|
116,278 | $16,235,896 | |
| 8 | ADI |
Analog Devices Inc
|
36,093 | $14,335,056 |
All Filings in AVGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,578,751 | 303,319 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $75,550 | 200 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $84,484,468 | 272,962 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $61,902 | 200 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $89,382,747 | 258,257 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $34,610 | 100 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $46,335,529 | 140,449 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $27,565 | 100 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $38,264,354 | 138,815 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $27,565 | 100 | Put | Sole | 2025-07-25 | |
| 2025-03-31 | $16,743 | 100 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $25,827,919 | 154,261 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $162,288 | 700 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $33,455,439 | 144,304 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $20,072,100 | 116,360 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,869,548 | 11,130 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,390,529 | 7,085 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,963,327 | 7,134 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||