Position in AVGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$60,497,443
+$59,966,872 QoQ
Shares Held
195,462
+12650.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026DF DENT & CO INC holds $212,519,647 across 10 Semiconductors names. AVGO ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPWR |
Monolithic Power Systems, Inc.
|
88,549 | $96,815,049 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
195,462 | $60,497,443 | |
| 3 | QCOM |
Qualcomm Inc/De
|
211,130 | $27,189,321 | |
| 4 | MCHP |
Microchip Technology Inc
|
230,384 | $14,885,110 | |
| 5 | RMBS |
Rambus Inc
|
101,865 | $8,763,445 | |
| 6 | ADI |
Analog Devices Inc
|
4,751 | $1,511,483 | |
| 7 | NVDA |
Nvidia Corp
|
6,100 | $1,063,840 | |
| 8 | INTC |
Intel Corp
|
23,837 | $1,051,926 |
All Filings in AVGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,497,443 | 195,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $530,571 | 1,533 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $426,573 | 1,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,971 | 1,110 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $257,342 | 1,110 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $200,691 | 125 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||