Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionZhang Financial LLC
Latest Disclosed Ownership33,414 shares
Latest Disclosed Value $ 10,341,865
Zhang Financial LLC reports 41.38% increase in ownership of 1YD / Broadcom Inc.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 33,414 shares of Broadcom Inc. (DE:1YD) valued at $8,817,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 23,634 shares of Broadcom Inc.. This represents a change in shares of 41.38% during the quarter. The current value of the position is $11,298,944 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)
2026-05-06 2026-03-31 13F BROADCOM COM 11135F101 33,414 9,780 41.38 10,342 26.43 0.3576
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 23,634 1,817 8.33 8,180 13.64 0.3050
2025-11-10 2025-09-30 13F BROADCOM COM 11135F101 21,817 330 1.54 7,198 21.53 0.2924
2025-08-01 2025-06-30 13F BROADCOM COM 11135F101 21,487 -479 -2.18 5,923 61.06 0.2733
2025-04-15 2025-03-31 13F BROADCOM COM 11135F101 21,966 -2,164 -8.97 3,678 -34.27 0.1945
2025-01-16 2024-12-31 13F BROADCOM COM 11135F101 24,130 2,975 14.06 5,594 53.30 0.3203
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 21,155 18,921 846.96 3,649 1.79 0.2304
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 2,234 27 1.22 3,586 22.56 0.2508
2024-04-24 2024-03-31 13F BROADCOM COM 11135F101 2,207 168 8.24 2,926 28.51 0.2168
2024-01-31 2023-12-31 13F BROADCOM COM 11135F101 2,039 -154 -7.02 2,277 24.03 0.1955
2023-10-11 2023-09-30 13F BROADCOM COM 11135F101 2,193 119 5.74 1,835 1.61 0.1860
2023-07-18 2023-06-30 13F BROADCOM COM 11135F101 2,074 103 5.23 1,807 42.88 0.1854
2023-05-11 2023-03-31 13F BROADCOM COM 11135F101 1,971 6 0.31 1,264 15.12 0.1444
2023-05-17 2022-12-31 13F/A-1 BROADCOM COM 11135F101 1,965 641 48.41 1,099 86.73 0.1401
2023-01-17 2022-12-31 13F BROADCOM COM 11135F101 1,965 641 1 0.0001
2022-10-18 2022-09-30 13F BROADCOM COM 11135F101 1,324 19 1.46 588 -7.26 0.0886
2022-07-14 2022-06-30 13F BROADCOM COM 11135F101 1,305 -65 -4.74 634 -26.45 0.1017
2022-04-21 2022-03-31 13F BROADCOM COM 11135F101 1,370 709 107.26 862 95.91 0.1455
2022-02-10 2021-12-31 13F BROADCOM COM 11135F101 661 50 8.18 440 48.15 0.0780
2021-10-20 2021-09-30 13F BROADCOM COM 11135F101 611 611 297 0.0687
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.