Position in MCHP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,787,200
+$18,787,200 QoQ
Shares Held
206,000
Ownership
0.038%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#204
of 1,305 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Derivatives in MCHP
reported options exposure · as of Jun 30, 2026CallValue
$1,084,550,400
CallShares
11,892,000
PutValue
$0
PutShares
0
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 Jun 30, 2026ALKEON CAPITAL MANAGEMENT LLC holds $3,085,732,799 across 8 Semiconductors names. MCHP ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,536,218 | $1,688,791,630 | |
| 2 | ADI |
Analog Devices Inc
|
2,069,083 | $821,777,694 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
1,100,000 | $366,662,999 | |
| 4 | ALAB |
Astera Labs, Inc.
|
200,000 | $96,604,000 | |
| 5 | NVDA |
Nvidia Corp
|
439,459 | $87,931,351 | |
| 6 | MCHP |
Microchip Technology Inc
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|
206,000 | $18,787,200 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,510 | $2,619,904 | |
| 8 | INTC |
Intel Corp
|
18,320 | $2,558,021 |
All Filings in MCHP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,550,400 | 11,892,000 | Call | Other | 2026-08-14 | |
| 2026-06-30 | $18,787,200 | 206,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $452,270,000 | 7,000,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $178,416,000 | 2,800,000 | Call | Sole | 2026-02-17 | |
| 2020-09-30 | $36,479,799 | 355,000 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $42,123,999 | 400,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $97,644,135 | 1,440,179 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||