Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionColdstream Capital Management Inc
Latest Disclosed Ownership169,200 shares
Latest Disclosed Value $ 52,369,459
Coldstream Capital Management Inc reports 22.54% increase in ownership of AVGO / Broadcom Inc.

On May 8, 2026 - Coldstream Capital Management Inc filed a 13F-HR form disclosing ownership of 169,200 shares of Broadcom Inc. (US:AVGO) valued at $52,369,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 138,077 shares of Broadcom Inc.. This represents a change in shares of 22.54% during the quarter. The current value of the position is $81,085,716 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)
2026-05-08 2026-03-31 13F BROADCOM COM 11135F101 169,200 31,123 22.54 52,369 9.59 0.5622
2026-02-09 2025-12-31 13F BROADCOM COM 11135F101 138,077 832 0.61 47,788 5.54 0.6160
2025-11-19 2025-09-30 13F BROADCOM COM 11135F101 137,245 18,205 15.29 45,278 37.99 0.6098
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 119,040 26,875 29.16 32,813 112.64 0.5367
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 92,165 5,501 6.35 15,431 -23.20 0.3286
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 86,664 4,953 6.06 20,092 42.49 0.4282
2024-11-18 2024-09-30 13F/A-1 BROADCOM COM 11135F101 81,711 75,085 1,133.19 14,102 32.54 0.3047
2024-11-18 2024-09-30 13F BROADCOM COM 11135F101 81,711 14,102
2024-08-07 2024-06-30 13F BROADCOM COM 11135F101 6,626 501 8.18 10,639 31.05 0.2592
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 6,125 324 5.59 8,119 25.37 0.2062
2024-02-09 2023-12-31 13F BROADCOM COM 11135F101 5,801 240 4.32 6,476 40.18 0.1812
2023-11-02 2023-09-30 13F BROADCOM COM 11135F101 5,561 48 0.87 4,619 -3.41 0.1509
2023-08-03 2023-06-30 13F BROADCOM COM 11135F101 5,513 316 6.08 4,783 43.43 0.1515
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 5,197 124 2.44 3,334 17.56 0.1119
2023-01-10 2022-12-31 13F BROADCOM COM 11135F101 5,073 -5,766 -53.20 2,837 -46.15 0.1039
2022-08-08 2022-06-30 13F/A-1 BROADCOM COM 11135F101 10,839 731 7.23 5,266 -17.27 0.2051
2022-08-08 2022-06-30 13F BROADCOM COM 11135F101 8,795 -1,313 4,273 0.1817
2022-05-11 2022-03-31 13F BROADCOM COM 11135F101 10,108 5,777 133.39 6,365 120.85 0.2193
2022-02-11 2021-12-31 13F BROADCOM COM 11135F101 4,331 2,634 155.22 2,882 366.34 0.0905
2021-11-12 2021-09-30 13F BROADCOM COM 11135F101 1,697 -474 -21.83 618 -40.29 0.0300
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 2,171 30 1.40 1,035 4.23 0.0417
2021-06-16 2021-03-31 13F BROADCOM COM 11135F101 2,141 321 17.64 993 24.59 0.0581
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 1,820 507 38.61 797 66.74 0.0481
2020-11-16 2020-09-30 13F BROADCOM COM 11135F101 1,313 -177 -11.88 478 1.70 0.0398
2020-08-12 2020-06-30 13F BROADCOM COM 11135F101 1,490 331 28.56 470 70.91 0.0422
2020-05-27 2020-03-31 13F BROADCOM COM 11135F101 1,159 -1,502 -56.44 275 -67.30 0.0301
2020-02-13 2019-12-31 13F BROADCOM COM 11135F101 2,661 136 5.39 841 20.66 0.0690
2019-11-15 2019-09-30 13F BROADCOM COM 11135F101 2,525 -8 -0.32 697 -4.52 0.0587
2019-08-15 2019-06-30 13F BROADCOM COM 11135F101 2,533 -25 -0.98 730 -5.07 0.0608
2019-05-10 2019-03-31 13F BROADCOM COM 11135F101 2,558 -102 -3.83 769 13.76 0.0672
2019-02-26 2018-12-31 13F BROADCOM COM 11135F101 2,660 -1,502 -36.09 676 -34.18 0.0656
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 4,162 1,167 38.96 1,027 41.27 0.0930
2018-08-14 2018-06-30 13F BROADCOM COM 11135F101 2,995 1,120 59.73 727 64.48 0.0734
2018-05-15 2018-03-31 13F BROADCOM SHS Y09827109 1,875 558 42.37 442 30.77 0.0477
2018-02-14 2017-12-31 13F BROADCOM SHS Y09827109 1,317 -1,767 -57.30 338 -54.81 0.0367
2017-11-15 2017-09-30 13F BROADCOM SHS Y09827109 3,084 476 18.25 748 23.03 0.0870
2017-08-14 2017-06-30 13F BROADCOM SHS Y09827109 2,608 155 6.32 608 13.22 0.0784
2017-05-09 2017-03-31 13F BROADCOM SHS Y09827109 2,453 2,453 537 0.0742
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.