Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,432,738,347
+$1,375,664,130 QoQ
Shares Held
11,734,582
+18.8% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#48
of 4,764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$26,858,025
CallShares
71,100
PutValue
$19,151,925
PutShares
50,700
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, 2026BANK OF MONTREAL /CAN/ holds $23,399,999,581 across 42 Semiconductors names. AVGO ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
50,415,330 | $10,087,603,374 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
11,734,582 | $4,432,738,347 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
4,967,357 | $2,885,587,351 | |
| 4 | MU |
Micron Technology Inc
|
2,194,001 | $2,532,513,408 | |
| 5 | INTC |
Intel Corp
|
7,749,654 | $1,082,084,183 | |
| 6 | TXN |
Texas Instruments Inc
|
1,608,752 | $479,520,703 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
907,778 | $433,527,534 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,580,588 | $292,076,851 |
All Filings in AVGO
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,151,925 | 50,700 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $26,858,025 | 71,100 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $4,432,738,347 | 11,734,582 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,057,074,217 | 9,877,142 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $4,611,699 | 14,900 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $14,546,970 | 47,000 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $3,874,762,548 | 11,195,500 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $31,598,930 | 91,300 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $4,187,810 | 12,100 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $29,856,855 | 90,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $3,167,136 | 9,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $3,863,306,468 | 11,710,183 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,646,240 | 9,600 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $3,131,336,583 | 11,359,828 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $24,670,675 | 89,500 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $1,897,706,031 | 11,334,325 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $9,376,080 | 56,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $46,368 | 200 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $3,215,809,746 | 13,870,815 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,776,613,818 | 16,096,312 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,826,338,081 | 1,760,377 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,305,638,167 | 1,739,566 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,105,710,741 | 1,886,415 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $3,572,000 | 3,200 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $80,258,375 | 71,900 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $1,411,986 | 1,700 | Call | Defined | 2023-11-01 | |
| 2023-09-30 | $1,346,503,901 | 1,621,161 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $2,657,856 | 3,200 | Put | Defined | 2023-11-01 | |
| 2023-06-30 | $873,393,579 | 1,006,875 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $2,602,290 | 3,000 | Call | Defined | 2023-08-02 | |
| 2023-03-31 | $644,322,355 | 1,004,337 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $562,065,989 | 1,005,251 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $266,406 | 600 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $133,203 | 300 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $411,937,822 | 927,767 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $458,608,038 | 944,007 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $577,788,696 | 917,591 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $697,504,717 | 1,048,233 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $720,486,197 | 1,485,753 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $666,248,951 | 1,397,217 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,591,500 | 25,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $529,485,342 | 1,141,969 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $18,546,400 | 40,000 | Call | Defined | 2021-05-13 | |
| 2020-12-31 | $506,800,861 | 1,157,476 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $375,139,573 | 1,029,698 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,039,530 | 73,000 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $291,761,242 | 924,436 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $3,156,100 | 10,000 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $222,980,218 | 940,448 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||