Position in AVGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$363,373,715
-$211,461,006 QoQ
Shares Held
1,174,029
-29.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $3,705,614,543 across 15 Semiconductors names. AVGO ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,466,648 | $1,650,983,411 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,616,954 | $884,399,604 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
1,174,029 | $363,373,715 | |
| 4 | ADI |
Analog Devices Inc
|
512,638 | $163,090,653 | |
| 5 | MU |
Micron Technology Inc
|
464,551 | $156,943,909 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
738,246 | $150,181,383 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
956,457 | $94,737,065 | |
| 8 | ALAB |
Astera Labs, Inc.
|
850,700 | $93,236,720 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,373,715 | 1,174,029 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $574,834,721 | 1,660,892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,685,923 | 1,775,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,222,070 | 1,832,839 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $136,660,886 | 816,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $402,464,502 | 1,735,958 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $461,071,800 | 2,672,880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,449,119 | 77,539 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,895,997 | 59,574 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,777,609 | 239,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,228,731 | 50,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,726,165 | 66,013 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,642,791 | 25,607 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,364,844 | 60,180 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $385,711 | 8,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $346,431 | 7,131 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $508,088 | 8,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $210,668 | 3,166 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,983,968 | 61,534 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,839,820 | 59,555 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $2,926,668 | 63,121 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,810,581 | 155,546 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,486,338 | 68,246 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,629,252 | 83,307 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,543,009 | 149,431 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||