FIRST MANHATTAN CO. LLC.

Position in AVGO — Broadcom Inc.

CIK 728083 NEW YORK, NY

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$675,708,923

-$89,582,205 QoQ

Shares Held

2,183,157

-1.3% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. AVGO ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	2,183,157	$675,708,923
2	NVDA	Nvidia Corp	2,542,978	$443,495,363
3	INTC	Intel Corp	5,691,060	$251,146,477
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	58,232	$19,679,504
5	AMD	Advanced Micro Devices Inc	83,986	$17,085,271
6	QCOM	Qualcomm Inc/De	55,636	$7,164,804
7	TXN	Texas Instruments Inc	36,727	$7,130,179
8	ADI	Analog Devices Inc	14,749	$4,692,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$675,708,923	2,183,157	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$765,291,128	2,211,185	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$737,213,256	2,234,589	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$623,765,904	2,262,891	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$383,503,103	2,290,528	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$535,345,917	2,309,118	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$402,427,320	2,332,912	+901.8%	Shares	Sole	2024-11-14
2024-06-30	$373,900,642	232,883	+0.9%	Shares	Sole	2024-08-15
2024-03-31	$305,974,874	230,853	+10.6%	Shares	Sole	2024-05-15
2023-12-31	$233,089,743	208,815	+67.6%	Shares	Sole	2024-02-13
2023-09-30	$103,454,553	124,557	+20285.8%	Shares	Sole	2023-11-14
2023-06-30	$529,999	611	+2.9%	Shares	Sole	2023-08-14
2023-03-31	$381,074	594	-17.7%	Shares	Sole	2023-05-15
2022-12-31	$403,691	722	+22.8%	Shares	Sole	2023-02-14
2022-09-30	$261,077	588	-48.3%	Shares	Sole	2022-11-14
2022-06-30	$552,851	1,138	0.0%	Shares	Sole	2022-08-15
2022-03-31	$716,575	1,138	-1.3%	Shares	Sole	2022-05-16
2021-12-31	$767,217	1,153	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$549,425	1,133	-2.7%	Shares	Sole	2021-11-15
2021-06-30	$555,518	1,165	+1.0%	Shares	Sole	2021-08-16
2021-03-31	$534,599	1,153	+1.7%	Shares	Sole	2021-05-14
2020-12-31	$496,521	1,134	-3.2%	Shares	Sole	2021-02-16
2020-09-30	$426,983	1,172	+41.0%	Shares	Sole	2020-11-12
2020-06-30	$262,271	831	+9.5%	Shares	Sole	2020-08-14
2020-03-31	$179,958	759	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.