ALKEON CAPITAL MANAGEMENT LLC

Position in MCHP — Microchip Technology Inc

CIK 1230239 New York, NY

Back to MCHP Full portfolio

Position in MCHP

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

Position Value

+$0 QoQ

Shares Held

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

5 quarters on record

Common Shares in MCHP Over Time

Shares Held

Position Value (USD)

Derivatives in MCHP

reported options exposure · as of Mar 31, 2026

CallValue

$452,270,000

CallShares

7,000,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $2,617,051,967 across 5 Semiconductors names.

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	5,421,668	$1,832,252,699
2	ADI	Analog Devices Inc	2,067,083	$657,621,784
3	NVDA	Nvidia Corp	429,459	$74,897,649
4	AVGO	Broadcom Inc.	98,090	$30,359,835
5	ALAB	Astera Labs, Inc.	200,000	$21,920,000

All Filings in MCHP

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$452,270,000	7,000,000	+150.0%	Call	Sole	2026-05-15
2025-12-31	$178,416,000	2,800,000	+688.7%	Call	Sole	2026-02-17
2020-09-30	$18,239,899	355,000	-11.2%	Shares	Other	2020-11-16
2020-06-30	$21,061,999	400,000	-72.2%	Shares	Sole	2020-08-14
2020-03-31	$48,822,067	1,440,179	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.