Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionBailard, Inc.
Latest Disclosed Ownership121,051 shares
Latest Disclosed Value $ 37,466,774
Bailard, Inc. reports 3.71% decrease in ownership of AVGO / Broadcom Inc.

On May 11, 2026 - Bailard, Inc. filed a 13F-HR form disclosing ownership of 121,051 shares of Broadcom Inc. (US:AVGO) valued at $37,466,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 125,712 shares of Broadcom Inc.. This represents a change in shares of -3.71% during the quarter. The current value of the position is $58,011,271 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 121,051 -4,661 -3.71 37,467 -13.89 0.8613
2026-02-04 2025-12-31 13F BROADCOM COM 11135F101 125,712 11,338 9.91 43,509 15.30 0.9633
2025-10-30 2025-09-30 13F BROADCOM COM 11135F101 114,374 2,330 2.08 37,733 22.18 0.8199
2025-08-08 2025-06-30 13F BROADCOM COM 11135F101 112,044 46,326 70.49 30,885 180.69 0.7200
2025-05-02 2025-03-31 13F BROADCOM COM 11135F101 65,718 5,387 8.93 11,003 -21.33 0.2840
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 60,331 3,764 6.65 13,987 43.35 0.3575
2024-10-30 2024-09-30 13F BROADCOM COM 11135F101 56,567 51,050 925.32 9,758 10.16 0.2540
2024-07-25 2024-06-30 13F BROADCOM COM 11135F101 5,517 642 13.17 8,858 37.08 0.2440
2024-05-08 2024-03-31 13F BROADCOM COM 11135F101 4,875 -9 -0.18 6,461 18.53 0.1783
2024-02-02 2023-12-31 13F BROADCOM COM 11135F101 4,884 -6 -0.12 5,452 34.23 0.1615
2023-10-24 2023-09-30 13F BROADCOM COM 11135F101 4,890 -30 -0.61 4,062 -4.83 0.1345
2023-07-20 2023-06-30 13F BROADCOM COM 11135F101 4,920 -22 -0.45 4,268 34.61 0.1493
2023-05-08 2023-03-31 13F BROADCOM COM 11135F101 4,942 -23 -0.46 3,170 14.19 0.1136
2023-02-02 2022-12-31 13F BROADCOM COM 11135F101 4,965 -297 -5.64 2,776 18.78 0.1057
2022-10-18 2022-09-30 13F BROADCOM COM 11135F101 5,262 3,611 218.72 2,337 191.40 0.0966
2022-07-27 2022-06-30 13F BROADCOM COM 11135F101 1,651 -50 -2.94 802 -25.12 0.0316
2022-04-25 2022-03-31 13F BROADCOM COM 11135F101 1,701 33 1.98 1,071 -3.51 0.0360
2022-02-10 2021-12-31 13F BROADCOM COM 11135F101 1,668 396 31.13 1,110 79.90 0.0354
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 1,272 134 11.78 617 13.63 0.0211
2021-08-13 2021-06-30 13F BROADCOM COM 11135F101 1,138 -473 -29.36 543 -27.31 0.0188
2021-05-13 2021-03-31 13F BROADCOM COM 11135F101 1,611 122 8.19 747 14.57 0.0277
2021-02-03 2020-12-31 13F BROADCOM COM 11135F101 1,489 -2,636 -63.90 652 -56.62 0.0297
2020-11-10 2020-09-30 13F BROADCOM COM 11135F101 4,125 -30 -0.72 1,503 14.65 0.0778
2020-08-12 2020-06-30 13F BROADCOM COM 11135F101 4,155 -66 -1.56 1,311 30.97 0.0732
2020-04-16 2020-03-31 13F BROADCOM COM 11135F101 4,221 -9,333 -68.86 1,001 -76.63 0.0713
2020-01-31 2019-12-31 13F BROADCOM COM 11135F101 13,554 194 1.45 4,283 16.13 0.2414
2019-10-18 2019-09-30 13F BROADCOM COM 11135F101 13,360 0 0.00 3,688 -4.11 0.2230
2019-07-26 2019-06-30 13F BROADCOM COM 11135F101 13,360 1,100 8.97 3,846 4.31 0.2351
2019-04-24 2019-03-31 13F BROADCOM COM 11135F101 12,260 1,800 17.21 3,687 38.61 0.2287
2019-02-05 2018-12-31 13F BROADCOM COM 11135F101 10,460 -310 -2.88 2,660 0.11 0.1798
2018-11-13 2018-09-30 13F BROADCOM COM 11135F101 10,770 -714 -6.22 2,657 -4.63 0.1554
2018-08-08 2018-06-30 13F BROADCOM COM 11135F101 11,484 0 0.00 2,786 2.96 0.1660
2018-05-07 2018-03-31 13F BROADCOM SHS Y09827109 11,484 1,007 9.61 2,706 0.52 0.1727
2018-02-08 2017-12-31 13F BROADCOM SHS Y09827109 10,477 10,477 2,692 0.1694
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.