Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPhoenix Holdings Ltd.
Latest Disclosed Ownership382,348 shares
Latest Disclosed Value $ 118,325,507
Phoenix Holdings Ltd. reports 50.91% increase in ownership of 1YD / Broadcom Inc.

On May 11, 2026 - Phoenix Holdings Ltd. filed a 13F-HR form disclosing ownership of 382,348 shares of Broadcom Inc. (DE:1YD) valued at $100,901,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 253,370 shares of Broadcom Inc.. This represents a change in shares of 50.91% during the quarter. The current value of the position is $129,290,976 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)
2026-05-11 2026-03-31 13F BROADCOM COM 11135F101 382,348 128,978 50.91 118,326 44.22 0.7188
2026-02-05 2025-12-31 13F BROADCOM COM 11135F101 253,370 83,725 49.35 82,043 56.25 0.5587
2025-11-13 2025-09-30 13F/A-2 BROADCOM COM 11135F101 169,645 -41,480 -19.65 52,507 -8.76 0.6399
2025-11-13 2025-09-30 13F/A-1 BROADCOM COM 11135F101 206,334 -4,791 62,176 0.5085
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 206,334 -4,791 62,176 0.5077
2025-07-30 2025-06-30 13F BROADCOM COM 11135F101 211,125 50,576 31.50 57,546 113.68 0.7592
2025-05-07 2025-03-31 13F BROADCOM COM 11135F101 160,549 -41,259 -20.44 26,931 -42.44 0.4122
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 201,808 -7,823 -3.73 46,791 29.28 0.6382
2024-11-05 2024-09-30 13F BROADCOM COM 11135F101 209,631 194,979 1,330.73 36,192 55.04 0.5346
2024-08-12 2024-06-30 13F BROADCOM COM 11135F101 14,652 1,333 10.01 23,345 32.48 0.3554
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 13,319 6,763 103.16 17,622 136.33 0.2435
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 6,556 2,163 49.24 7,457 103.99 0.1234
2023-12-04 2023-09-30 13F/A-2 BROADCOM COM 11135F101 4,393 28 0.64 3,655 -2.82 0.0670
2023-12-04 2023-09-30 13F/A-1 BROADCOM COM 11135F101 4,393 3,655
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 4,393 28 3,655 0.0424
2023-08-07 2023-06-30 13F BROADCOM COM 11135F101 4,365 4,365 3,761 0.0769
2023-02-13 2022-12-31 13F BROADCOM COM 11135F101 0 -5,239 -100.00 0 -100.00
2022-11-10 2022-09-30 13F BROADCOM COM 11135F101 5,239 993 23.39 2,343 13.63 0.0516
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 4,246 585 15.98 2,062 -10.62 0.0422
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 3,661 -329 -8.25 2,307 -13.47 0.0300
2022-02-07 2021-12-31 13F BROADCOM COM 11135F101 3,990 572 16.73 2,666 60.60 0.0439
2021-10-27 2021-09-30 13F BROADCOM COM 11135F101 3,418 3,418 1,660 0.0288
2021-08-10 2021-06-30 13F BROADCOM COM 11135F101 0 -4,391 -100.00 0 -100.00
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 4,391 1,461 49.86 2,028 58.81 0.0458
2021-02-11 2020-12-31 13F BROADCOM COM 11135F101 2,930 2,930 1,277 0.0342
2020-08-10 2020-06-30 13F BROADCOM COM 11135F101 0 -4,804 -100.00 0 -100.00
2020-05-20 2020-03-31 13F BROADCOM COM 11135F101 4,804 2,125 79.32 1,112 32.07 0.0563
2020-02-18 2019-12-31 13F BROADCOM COM 11135F101 2,679 967 56.48 842 87.95 0.0352
2019-11-18 2019-09-30 13F BROADCOM COM 11135F101 1,712 1,712 448 0.0212
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.