SEC 13F Intelligence

Deltec Asset Management LLC / AVGO

Deltec Asset Management LLC’s Broadcom Inc Position

Does Deltec Asset Management LLC own Broadcom Inc (AVGO)? Yes — 93.4K shares worth $29M (+5.30% of its 13F portfolio) as of Q1 2026, down from 107.6K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
93.4K
% of Portfolio
+5.30%
Quarters Held
29
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ3 ’19: $5MQ4 ’19: $6MQ1 ’20: $6MQ1 ’20Q2 ’20: $6MQ3 ’20: $7MQ4 ’20: $8MQ1 ’21: $9MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $13MQ1 ’22: $12MQ1 ’22Q2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ1 ’24: $14MQ1 ’24Q2 ’24: $17MQ3 ’24: $20MQ4 ’24: $26MQ1 ’25: $19MQ1 ’25Q2 ’25: $26MQ3 ’25: $31MQ4 ’25: $37MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.4K$29M+5.30%
Q4 2025107.6K$37M+6.17%
Q3 202595.1K$31M+5.18%
Q2 202595.3K$26M+4.68%
Q1 2025110.5K$19M+3.98%
Q4 2024113.0K$26M+5.18%
Q3 2024118.6K$20M+4.04%
Q2 202410.4K$17M+3.19%
Q1 202410.4K$14M+2.71%
Q4 20239.0K$10M+2.26%
Q3 20239.4K$8M+1.78%
Q2 20238.9K$8M+1.69%
Q1 20238.7K$6M+1.37%
Q4 202215.4K$9M+2.46%
Q3 202218.9K$8M+2.06%
Q2 202218.9K$9M+2.15%
Q1 202219.1K$12M+2.05%
Q4 202119.1K$13M+2.07%
Q3 202119.1K$9M+1.39%
Q2 202119.2K$9M+1.26%
Q1 202119.2K$9M+1.33%
Q4 202019.2K$8M+1.29%
Q3 202019.2K$7M+1.25%
Q2 202019.2K$6M+1.27%
Q1 202023.8K$6M+1.56%
Q4 201919.5K$6M+1.25%
Q3 201917.0K$5M+1.18%
Q2 201910.5K$3M+0.66%
Q1 20198.0K$2M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Deltec Asset Management LLC’s full portfolio or all institutional holders of AVGO.