Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$201,074,436
+$23,991,386 QoQ
Shares Held
532,295
-7.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#365
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ATALANTA SOSNOFF CAPITAL, LLC holds $1,043,361,238 across 8 Semiconductors names. AVGO ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,326,164 | $465,442,154 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
532,295 | $201,074,436 | |
| 3 | MU |
Micron Technology Inc
|
168,134 | $194,075,394 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
196,072 | $113,900,185 | |
| 5 | ADI |
Analog Devices Inc
|
166,764 | $66,233,657 | |
| 6 | TXN |
Texas Instruments Inc
|
3,992 | $1,189,895 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,030 | $1,074,347 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,246 | $371,170 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,074,436 | 532,295 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $177,083,050 | 572,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,275,620 | 561,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $192,015,207 | 582,023 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $186,380,195 | 676,148 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $97,675,815 | 583,383 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $160,593,017 | 692,689 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $126,309,330 | 732,228 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,937,305 | 69,097 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $85,487,619 | 64,499 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $77,660,861 | 69,573 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $58,594,095 | 70,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $80,720,433 | 93,057 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $78,772,129 | 122,786 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $77,621,781 | 138,826 | Shares | Sole | 2023-05-22 | |
| 2022-09-30 | $67,909,108 | 152,945 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $73,813,485 | 151,939 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $65,666,807 | 104,286 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $26,290,349 | 39,510 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $17,931,256 | 36,977 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $17,589,197 | 36,887 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $20,585,113 | 44,397 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $16,785,417 | 38,336 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $13,693,695 | 37,587 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $9,591,387 | 30,390 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,372,598 | 18,442 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||