Position in AVGO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,060,238
+$2,262,134 QoQ
Shares Held
26,632
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,487
of 4,764 holders
Holding Since
Dec 2023
11 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, 2026Sivia Capital Partners, LLC holds $70,846,576 across 14 Semiconductors names. AVGO ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
145,227 | $29,058,470 | |
| 2 | MU |
Micron Technology Inc
|
14,845 | $17,135,435 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
26,632 | $10,060,238 | |
| 4 | INTC |
Intel Corp
|
26,007 | $3,631,357 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,805 | $2,791,272 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,290 | $2,526,345 | |
| 7 | QCOM |
Qualcomm Inc/De
|
10,693 | $1,975,959 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
12,289 | $833,194 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,060,238 | 26,632 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,798,104 | 25,195 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,965,842 | 14,348 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,505,910 | 13,658 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,498,825 | 12,693 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $1,930,970 | 11,533 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,221,954 | 9,584 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,644,270 | 9,532 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,443,371 | 899 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,175,638 | 887 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,035,880 | 928 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||