Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$383,391,695
+$180,032,793 QoQ
Shares Held
1,014,935
+54.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#261
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $1,966,426,615 across 23 Semiconductors names. AVGO ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,446,949 | $689,700,025 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,014,935 | $383,391,695 | |
| 3 | MU |
Micron Technology Inc
|
179,762 | $207,497,478 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
347,501 | $201,866,805 | |
| 5 | INTC |
Intel Corp
|
965,254 | $134,778,415 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
206,836 | $98,778,667 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
197,824 | $58,929,791 | |
| 8 | TXN |
Texas Instruments Inc
|
197,114 | $58,753,769 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,391,695 | 1,014,935 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $203,358,902 | 657,035 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $239,005,930 | 690,569 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $225,798,321 | 684,424 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $238,201,293 | 864,144 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $88,125,441 | 526,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $113,982,281 | 491,642 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $105,619,680 | 612,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,681,963 | 48,384 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $73,643,755 | 55,563 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $55,056,798 | 49,323 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $42,363,732 | 51,005 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $37,049,670 | 42,712 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $24,646,683 | 38,418 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $21,347,583 | 38,180 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $11,490,978 | 25,880 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $12,371,151 | 25,465 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $16,286,043 | 25,864 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $17,250,088 | 25,924 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $12,757,538 | 26,308 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $22,531,643 | 47,252 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $18,905,736 | 40,775 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $16,101,933 | 36,775 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $14,408,491 | 39,549 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $11,677,570 | 37,000 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $7,160,420 | 30,200 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||