BROADCOM INC · CUSIP 11135F101 · CIK 1768744
As of 2026-06-30, Munro Partners reported 389.36K AVGO (shares), valued at $147.08M, or 3.34% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 4.66%; reported value increased 16.36%, and weight changed -0.94 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 | 3.34% | 389,356 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 4.28% | 408,396 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.22% | 126,676 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.16% | 349,546 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 1.76% | 205,216 | SEC filing ↗Filed Oct 15, 2025Amended |
| Q1 2025 | 3.75% | 471,820 | SEC filing ↗Filed Oct 14, 2025 |
| Q4 2024 | 3.65% | 453,235 | SEC filing ↗Filed Oct 15, 2025 |
| Q3 2024 | 2.40% | 381,715 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2024 | 0.10% | 1,690 | SEC filing ↗Filed Oct 21, 2025 |
| Q1 2024 | 0.08% | 1,680 | SEC filing ↗Filed Oct 21, 2025 |
| Q4 2023 | 1.35% | 26,245 | SEC filing ↗Filed Oct 28, 2025 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.35% | 26,245 | $29.30M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 28, 2025 |
| Q1 2024 | 0.08% | 1,680 | $2.23M | Shares decreased 93.60%; reported value decreased 92.40%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q2 2024 | 0.10% | 1,690 | $2.71M | Shares increased 0.60%; reported value increased 21.86%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q3 2024 | 2.40% | 381,715 | $65.85M | Shares increased 22486.69%; reported value increased 2326.74%, and weight changed +2.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2024 | 3.65% | 453,235 | $105.08M | Shares increased 18.74%; reported value increased 59.58%, and weight changed +1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q1 2025 | 3.75% | 471,820 | $79.00M | Shares increased 4.10%; reported value decreased 24.82%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q2 2025 | 1.76% | 205,216 | $56.57M | Shares decreased 56.51%; reported value decreased 28.39%, and weight changed -1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q3 2025 | 3.16% | 349,546 | $115.32M | Shares increased 70.33%; reported value increased 103.86%, and weight changed +1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 1.22% | 126,676 | $43.84M | Shares decreased 63.76%; reported value decreased 61.98%, and weight changed -1.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 4.28% | 408,396 | $126.40M | Shares increased 222.39%; reported value increased 188.31%, and weight changed +3.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 3.34% | 389,356 | $147.08M | Shares decreased 4.66%; reported value increased 16.36%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.