Position in AVGO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,932,750
-$19,768,395 QoQ
Shares Held
21,000
-76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#399
of 1,599 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Mar 31, 2026CallValue
$15,475,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026ARDSLEY ADVISORY PARTNERS LP holds $119,966,755 across 11 Semiconductors names. AVGO ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
93,000 | $54,024,630 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
47,000 | $16,664,790 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
39,000 | $8,619,000 | |
| 4 | AVGO |
Broadcom Inc.
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|
21,000 | $7,932,750 | |
| 5 | SMTC |
Semtech Corp
|
45,000 | $7,283,250 | |
| 6 | MCHP |
Microchip Technology Inc
|
70,000 | $6,384,000 | |
| 7 | PI |
Impinj Inc
|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
54,500 | $4,491,345 |
All Filings in AVGO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,932,750 | 21,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $27,701,145 | 89,500 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $15,475,500 | 50,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $29,072,400 | 84,000 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $17,305,000 | 50,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $19,959,555 | 60,500 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $9,897,300 | 30,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $21,225,050 | 77,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,201,218 | 132,600 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $4,872,213 | 29,100 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $6,491,520 | 28,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,576,250 | 84,500 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $728,975 | 5,500 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $199,339 | 2,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $459,737 | 5,300 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $94,452 | 1,500 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||