Thoma Capital Management LLC

Position in AVGO — Broadcom Inc.

CIK 2060298 TOWSON, MD

Position in AVGO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$471,432

+$7,167 QoQ

Shares Held

1,248

-16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#4,044

of 4,778 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $5,075,505 across 5 Semiconductors names. AVGO ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	8,001	$2,383,417
2	NVDA	Nvidia Corp	8,639	$1,728,577
3	AVGO	Broadcom Inc. This page	1,248	$471,432
4	MU	Micron Technology Inc	225	$259,715
5	AMD	Advanced Micro Devices Inc	400	$232,364

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,432	1,248	-16.8%	Shares	Sole	2026-07-16
2026-03-31	$464,265	1,500	-10.5%	Shares	Sole	2026-04-20
2025-12-31	$580,063	1,676	-21.1%	Shares	Sole	2026-01-08
2025-09-30	$701,058	2,125	-8.0%	Shares	Sole	2025-10-21
2025-06-30	$636,475	2,309	0.0%	Shares	Sole	2025-10-01
2025-03-31	$386,595	2,309	-1.5%	Shares	Sole	2025-10-01
2024-12-31	$543,201	2,343	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.