BROADCOM INC · CUSIP 11135F101 · CIK 2001019
As of 2026-06-30, NEOS Investment Management LLC reported 1.80M AVGO (shares), valued at $678.77M, or 2.50% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 10.47%; reported value increased 34.83%, and weight changed -0.04 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 | 2.50% | 1,796,868 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.54% | 1,626,535 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.70% | 1,348,453 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.53% | 1,427,991 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 3.14% | 920,290 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.93% | 606,756 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.46% | 450,766 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.24% | 429,130 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.35% | 35,602 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.14% | 26,068 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.28% | 21,590 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.28% | 21,590 | $24.10M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.14% | 26,068 | $34.55M | Shares increased 20.74%; reported value increased 43.37%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 2.35% | 35,602 | $57.16M | Shares increased 36.57%; reported value increased 65.44%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.24% | 429,130 | $74.02M | Shares increased 1105.35%; reported value increased 29.50%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.46% | 450,766 | $104.51M | Shares increased 5.04%; reported value increased 41.18%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.93% | 606,756 | $101.59M | Shares increased 34.61%; reported value decreased 2.79%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.14% | 920,290 | $253.68M | Shares increased 51.67%; reported value increased 149.71%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.53% | 1,427,991 | $471.11M | Shares increased 55.17%; reported value increased 85.71%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.70% | 1,348,453 | $466.70M | Shares decreased 5.57%; reported value decreased 0.94%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.54% | 1,626,535 | $503.43M | Shares increased 20.62%; reported value increased 7.87%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.50% | 1,796,868 | $678.77M | Shares increased 10.47%; reported value increased 34.83%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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