BROADCOM INC · CUSIP 11135F101 · CIK 1735445
As of 2026-06-30, Rheos Capital Works Inc. reported 45.00K AVGO (shares), valued at $17.00M, or 0.97% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 58.14%; reported value decreased 48.91%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.97% | 45,000 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 2.22% | 107,500 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.38% | 107,500 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.16% | 117,000 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.36% | 212,000 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.15% | 158,000 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 1.82% | 142,000 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.65% | 72,000 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.44% | 5,200 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.03% | 16,300 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 0.70% | 11,300 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.70% | 11,300 | $12.61M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 1.03% | 16,300 | $21.60M | Shares increased 44.25%; reported value increased 71.27%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 0.44% | 5,200 | $8.35M | Shares decreased 68.10%; reported value decreased 61.35%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 0.65% | 72,000 | $12.42M | Shares increased 1284.62%; reported value increased 48.76%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.82% | 142,000 | $32.92M | Shares increased 97.22%; reported value increased 165.06%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.15% | 158,000 | $26.45M | Shares increased 11.27%; reported value decreased 19.64%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 3.36% | 212,000 | $58.44M | Shares increased 34.18%; reported value increased 120.90%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 2.16% | 117,000 | $38.60M | Shares decreased 44.81%; reported value decreased 33.95%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 2.38% | 107,500 | $37.21M | Shares decreased 8.12%; reported value decreased 3.61%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.22% | 107,500 | $33.27M | Shares unchanged; reported value decreased 10.57%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.97% | 45,000 | $17.00M | Shares decreased 58.14%; reported value decreased 48.91%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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