Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership883,594 shares
Latest Disclosed Value $ 273,515,891
Wiley Bros.-aintree Capital, Llc reports 2.60% increase in ownership of AVGO / Broadcom Inc.

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 883,594 shares of Broadcom Inc. (US:AVGO) valued at $273,481,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 861,231 shares of Broadcom Inc.. This represents a change in shares of 2.60% during the quarter. The current value of the position is $423,444,753 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)
2026-05-15 2026-03-31 13F BROADCOM COM 11135F101 883,594 22,363 2.60 273,516 -8.26 1.3519
2026-02-17 2025-12-31 13F BROADCOM COM 11135F101 861,231 108,181 14.37 298,154 21.39 1.5599
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 753,050 56,015 8.04 245,615 27.86 1.5731
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 697,035 139,946 25.12 192,092 103.75 1.4738
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 557,089 75,607 15.70 94,277 -15.93 1.0016
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 481,482 203,411 73.15 112,139 133.86 1.3447
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 278,071 272,072 4,535.29 47,950 397.36 0.9251
2024-07-24 2024-06-30 13F BROADCOM COM 11135F101 5,999 4,491 297.81 9,641 378.94 0.4220
2024-04-11 2024-03-31 13F BROADCOM COM 11135F101 1,508 721 91.61 2,013 132.18 0.2774
2024-01-09 2023-12-31 13F BROADCOM COM 11135F101 787 787 867 0.2112
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.