CASTLEARK MANAGEMENT LLC

Position in MCHP — Microchip Technology Inc

CIK 1106832 CHICAGO, IL

Position in MCHP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,236,909

-$19,610,368 QoQ

Shares Held

204,874

-60.3% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

CASTLEARK MANAGEMENT LLC holds $398,827,705 across 14 Semiconductors names. MCHP ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,258,012	$219,397,292
2	AVGO	Broadcom Inc.	202,704	$62,738,915
3	ADI	Analog Devices Inc	77,908	$24,785,651
4	AMD	Advanced Micro Devices Inc	88,954	$18,095,912
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	41,210	$13,926,919
6	MCHP	Microchip Technology Inc This page	204,874	$13,236,909
7	TSEM	Tower Semiconductor Ltd	53,240	$9,342,555
8	LSCC	Lattice Semiconductor Corp	91,639	$8,500,433

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,236,909	204,874	-60.3%	Shares	Sole	2026-05-15
2025-12-31	$32,847,277	515,494	+9.1%	Shares	Sole	2026-02-13
2025-09-30	$30,333,931	472,344	+233.3%	Shares	Sole	2025-11-17
2025-06-30	$9,971,429	141,700	+19580.6%	Shares	Sole	2025-08-18
2025-03-31	$34,855	720	0.0%	Shares	Sole	2025-05-15
2024-12-31	$41,292	720	0.0%	Shares	Sole	2025-02-18
2024-09-30	$57,808	720	-99.0%	Shares	Sole	2024-11-15
2024-06-30	$6,427,875	70,250	+9656.9%	Shares	Sole	2024-08-14
2024-03-31	$64,591	720	0.0%	Shares	Sole	2024-05-16
2023-12-31	$64,929	720	0.0%	Shares	Sole	2024-02-15
2023-09-30	$56,196	720	0.0%	Shares	Sole	2023-11-15
2023-06-30	$64,504	720	0.0%	Shares	Sole	2023-08-16
2023-03-31	$60,321	720	0.0%	Shares	Sole	2023-05-16
2022-12-31	$50,580	720	0.0%	Shares	Sole	2023-02-10
2022-09-30	$43,941	720	0.0%	Shares	Sole	2022-11-15
2022-06-30	$41,817	720	-99.9%	Shares	Sole	2022-08-16
2022-03-31	$44,875,862	597,230	-5.0%	Shares	Sole	2022-05-16
2021-12-31	$54,740,716	628,770	+99.6%	Shares	Sole	2022-02-16
2021-09-30	$24,179,663	315,065	-11.6%	Shares	Sole	2021-11-12
2021-06-30	$26,688,908	356,470	-0.9%	Shares	Sole	2021-08-17
2021-03-31	$27,920,197	359,750	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$25,276,201	366,030	-2.5%	Shares	Sole	2021-02-17
2020-09-30	$19,282,914	375,300	+23.2%	Shares	Sole	2020-11-16
2020-06-30	$16,045,031	304,720	+1954.8%	Shares	Sole	2020-08-14
2020-03-31	$502,737	14,830	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.