Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionElevatus Welath Management
Latest Disclosed Ownership8,908 shares
Latest Disclosed Value $ 2,757,076
Elevatus Welath Management reports 22.31% decrease in ownership of 1YD / Broadcom Inc.

On April 15, 2026 - Elevatus Welath Management filed a 13F-HR form disclosing ownership of 8,908 shares of Broadcom Inc. (DE:1YD) valued at $2,350,821 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 11,466 shares of Broadcom Inc.. This represents a change in shares of -22.31% during the quarter. The current value of the position is $3,012,240 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F BROADCOM COM 11135F101 8,908 -2,558 -22.31 2,757 -30.52 1.4450
2026-01-14 2025-12-31 13F BROADCOM COM 11135F101 11,466 3,075 36.65 3,968 43.35 1.0850
2025-11-13 2025-09-30 13F BROADCOM COM 11135F101 8,391 535 6.81 2,768 27.85 0.7991
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 7,856 865 12.37 2,165 85.04 0.7220
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 6,991 540 8.37 1,170 -21.74 0.6635
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 6,451 7 0.11 1,496 34.56 0.5117
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 6,444 3,744 138.67 1,112 -74.37 0.3633
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 2,700 2,043 310.96 4,336 397.70 1.6215
2024-05-10 2024-03-31 13F BROADCOM COM 11135F101 657 -34 -4.92 871 12.97 0.3436
2024-02-12 2023-12-31 13F BROADCOM COM 11135F101 691 20 2.98 772 38.42 0.3507
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 671 45 7.19 557 2.58 0.5036
2023-08-08 2023-06-30 13F BROADCOM COM 11135F101 626 626 543 0.3770
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.