Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionWaddell & Associates, Llc
Latest Disclosed Ownership9,702 shares
Latest Disclosed Value $ 3,002,928
Waddell & Associates, Llc reports 67.94% increase in ownership of 1YD / Broadcom Inc.

On May 11, 2026 - Waddell & Associates, Llc filed a 13F-HR form disclosing ownership of 9,702 shares of Broadcom Inc. (DE:1YD) valued at $2,560,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,777 shares of Broadcom Inc.. This represents a change in shares of 67.94% during the quarter. The current value of the position is $3,280,731 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.

Upgrade to unlock premium data and export to Excel .

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 9,702 3,925 67.94 3,003 50.18 0.1694
2026-02-11 2025-12-31 13F BROADCOM COM 11135F101 5,777 748 14.87 1,999 20.49 0.1349
2025-11-10 2025-09-30 13F BROADCOM COM 11135F101 5,029 1,593 46.36 1,659 75.18 0.1411
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 3,436 1,345 64.32 947 170.57 0.1011
2025-05-14 2025-03-31 13F/A-1 BROADCOM COM 11135F101 2,091 43 2.10 350 -26.16 0.0425
2025-05-07 2025-03-31 13F BROADCOM COM 11135F101 2,091 43 350 0.0425
2025-05-14 2024-12-31 13F/A-1 BROADCOM COM 11135F101 2,048 -13 -0.63 475 33.52 0.0484
2025-02-13 2024-12-31 13F BROADCOM COM 11135F101 2,048 -13 475 0.0484
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 2,061 1,856 905.37 355 7.90 0.0432
2024-08-06 2024-06-30 13F BROADCOM COM 11135F101 205 24 13.26 329 37.66 0.0433
2024-05-08 2024-03-31 13F BROADCOM COM 11135F101 181 -352 -66.04 240 -59.76 0.0324
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 533 44 9.00 595 46.31 0.0800
2023-11-07 2023-09-30 13F BROADCOM COM 11135F101 489 0 0.00 406 -4.25 0.0594
2023-08-07 2023-06-30 13F BROADCOM COM 11135F101 489 -125 -20.36 424 7.89 0.0623
2023-05-10 2023-03-31 13F BROADCOM COM 11135F101 614 -20 -3.15 394 11.02 0.0616
2023-02-10 2022-12-31 13F BROADCOM COM 11135F101 634 14 2.26 354 28.73 0.0594
2022-11-02 2022-09-30 13F BROADCOM COM 11135F101 620 -4 -0.64 275 -9.24 0.0532
2022-07-27 2022-06-30 13F BROADCOM COM 11135F101 624 5 0.81 303 -22.31 0.0617
2022-04-21 2022-03-31 13F BROADCOM COM 11135F101 619 0 0.00 390 -5.34 0.0626
2022-02-01 2021-12-31 13F BROADCOM COM 11135F101 619 -75 -10.81 412 22.26 0.0653
2021-11-10 2021-09-30 13F BROADCOM COM 11135F101 694 0 0.00 337 1.81 0.0574
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 694 694 331 0.0503
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.