Andra AP-fonden reports 99.11% increase in ownership of 1YD / Broadcom Inc.

Broadcom Inc.

DE ˙ XTRA ˙ US11135F1012

338,15 € ↓ -26,35 (-7,23%)

2026-06-05
DEL PRIS

Security	DE:1YD / Broadcom Inc.
Institution	Andra AP-fonden
Latest Disclosed Ownership	649,700 shares
Latest Disclosed Value	$ 201,088,647

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 649,700 shares of Broadcom Inc. (DE:1YD) valued at $171,455,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 326,307 shares of Broadcom Inc.. This represents a change in shares of 99.11% during the quarter. The current value of the position is $219,696,055 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-08	2026-03-31	13F	BROAD	COM	11135F101	649,700	323,393	99.11	201,089	78.06	2.3957
2026-02-12	2025-12-31	13F	BROAD	COM	11135F101	326,307	163,050	99.87	112,935	109.68	1.3952
2025-11-12	2025-09-30	13F	BROAD	COM	11135F101	163,257	34,200	26.50	53,860	51.40	0.6883
2025-08-06	2025-06-30	13F	BROAD	COM	11135F101	129,057	-8,800	-6.38	35,575	54.13	0.4949
2025-05-13	2025-03-31	13F	BROAD	COM	11135F101	137,857	-122,743	-47.10	23,081	-61.80	0.3784
2025-02-07	2024-12-31	13F	BROAD	COM	11135F101	260,600	2,400	0.93	60,418	35.65	0.9677
2024-11-12	2024-09-30	13F	BROAD	COM	11135F101	258,200	236,600	1,095.37	44,540	28.43	0.6559
2024-08-07	2024-06-30	13F	BROAD	COM	11135F101	21,600	-30,200	-58.30	34,679	-49.49	0.5827
2024-05-13	2024-03-31	13F	BROAD	COM	11135F101	51,800	27,300	111.43	68,656	151.05	1.2188
2024-02-15	2023-12-31	13F	BROAD	COM	11135F101	24,500	4,400	21.89	27,348	63.82	1.4481
2023-11-09	2023-09-30	13F	BROAD	COM	11135F101	20,100	1,200	6.35	16,695	1.83	0.9841
2023-08-09	2023-06-30	13F	BROAD	COM	11135F101	18,900	-4,000	-17.47	16,394	11.59	0.4147
2023-05-12	2023-03-31	13F	BROAD	COM	11135F101	22,900	3,800	19.90	14,691	146,810.00	0.3822
2023-02-13	2022-12-31	13F	BROAD	COM	11135F101	19,100	2,200	13.02	11	-99.87	0.3237
2022-11-14	2022-09-30	13F	BROAD	COM	11135F101	16,900	-1,200	-6.63	7,504	-14.66	0.2459
2022-08-15	2022-06-30	13F	BROAD	COM	11135F101	18,100	6,700	58.77	8,793	15.91	0.2518
2022-02-15	2021-12-31	13F	BROAD	COM	11135F101	11,400	4,600	67.65	7,586	130.02	0.1545
2021-11-12	2021-09-30	13F	BROAD	COM	11135F101	6,800	0	0.00	3,298	1.70	0.0679
2021-08-16	2021-06-30	13F	BROAD	COM	11135F101	6,800	-1,900	-21.84	3,243	-19.61	0.0662
2021-05-17	2021-03-31	13F	BROAD	COM	11135F101	8,700	2,900	50.00	4,034	58.82	0.0889
2021-02-12	2020-12-31	13F	BROAD	COM	11135F101	5,800	5,800		2,540		0.0560
2020-11-12	2020-09-30	13F	BROAD	COM	11135F101	0	-5,100	-100.00	0	-100.00
2020-08-06	2020-06-30	13F	BROAD	COM	11135F101	5,100	-11,600	-69.46	1,610	-59.34	0.0468
2020-05-13	2020-03-31	13F	BROAD	COM	11135F101	16,700	4,900	41.53	3,960	6.19	0.1440
2020-02-10	2019-12-31	13F	BROAD	COM	11135F101	11,800	-4,000	-25.32	3,729	-14.51	0.1067
2019-11-19	2019-09-30	13F	BROAD	COM	11135F101	15,800	-300	-1.86	4,362	-5.89	0.1296
2019-08-15	2019-06-30	13F	BROAD	COM	11135F101	16,100	4,000	33.06	4,635	27.37	0.1334
2019-05-14	2019-03-31	13F	BROAD	COM	11135F101	12,100	3,100	34.44	3,639	63.85	0.1060
2018-10-16	2018-09-30	13F	BROAD	COM	11135F101	9,000	3,600	66.67	2,221	69.54	0.0573
2018-08-17	2018-06-30	13F	BROAD	COM	11135F101	5,400	-6,800	-55.74	1,310	-54.43	0.0354
2018-04-10	2018-03-31	13F	BROAD	COM	Y09827109	12,200	-4,900	-28.65	2,875	-34.55	0.0745
2018-02-14	2017-12-31	13F	BROAD	COM	Y09827109	17,100	-2,700	-13.64	4,393	-8.52	0.0997
2017-10-31	2017-09-30	13F	BROAD	COM	Y09827109	19,800	7,100	55.91	4,802	62.23	0.1124
2017-08-08	2017-06-30	13F	BROAD	COM	Y09827109	12,700	4,400	53.01	2,960	62.91	0.0733
2017-05-15	2017-03-31	13F	BROAD	COM	Y09827109	8,300	-600	-6.74	1,817	15.51	0.0426
2017-02-13	2016-12-31	13F	BROAD	COM	Y09827109	8,900	8,900		1,573		0.0430
2016-11-14	2016-09-30	13F	BROAD	COM	Y09827109	0	-26,500	-100.00	0	-100.00
2016-08-12	2016-06-30	13F	BROAD	COM	Y09827109	26,500	-1,262	-4.55	4,118	-3.99	0.1051
2016-05-04	2016-03-31	13F	BROAD	COM	Y09827109	27,762	13,062	88.86	4,289	100.98	0.1123
2016-02-10	2015-12-31	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	14,700	1,400	10.53	2,134	28.32	0.0610
2015-11-12	2015-09-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	13,300	2,000	17.70	1,663	10.72	0.0487
2015-08-13	2015-06-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	11,300	6,400	130.61	1,502	141.48	0.0434
2015-05-14	2015-03-31	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	4,900	-700	-12.50	622	10.48	0.0176
2015-02-13	2014-12-31	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	5,600	-9,200	-62.16	563	-56.29	0.0130
2014-11-12	2014-09-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	14,800	-60,300	-80.29	1,288	-76.20	0.0302
2014-07-09	2014-06-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	75,100	-24,100	-24.29	5,412	-15.29	0.1186
2014-05-13	2014-03-31	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	99,200	-81,500	-45.10	6,389	-33.15	0.1474
2014-02-05	2013-12-31	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	180,700	35,900	24.79	9,557	53.06	0.2255
2013-11-07	2013-09-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	144,800	-42,000	-22.48	6,244	-10.58	0.1592
2013-07-18	2013-06-30	13F	AVAGO TECHNOLOGIES	SHS	Y0486S104	186,800	186,800		6,983		0.1817

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.