Position in MCHP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$10,970,812
+$3,719,568 QoQ
Shares Held
120,294
+7.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#267
of 1,300 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $124,724,975 across 11 Semiconductors names. MCHP ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
190,133 | $38,043,711 | |
| 2 | MU |
Micron Technology Inc
|
25,422 | $29,344,360 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
62,376 | $18,581,186 | |
| 4 | AVGO |
Broadcom Inc.
|
35,768 | $13,511,362 | |
| 5 | MCHP |
Microchip Technology Inc
This page
|
120,294 | $10,970,812 | |
| 6 | ADI |
Analog Devices Inc
|
21,344 | $8,477,196 | |
| 7 | INTC |
Intel Corp
|
18,424 | $2,572,543 | |
| 8 | TXN |
Texas Instruments Inc
|
4,401 | $1,311,806 |
All Filings in MCHP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,970,812 | 120,294 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,251,244 | 112,231 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,937,132 | 108,869 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,920,796 | 107,767 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,440,219 | 105,730 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $5,373,896 | 111,008 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $6,481,467 | 113,016 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,137,334 | 126,259 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $11,576,671 | 126,521 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,255,016 | 125,460 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,310,729 | 114,335 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $8,896,841 | 113,989 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $10,325,695 | 115,255 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,629,505 | 114,938 | Shares | Other | 2023-05-05 | |
| 2022-12-31 | $8,111,837 | 115,471 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,781,775 | 111,122 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,150,439 | 105,896 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,883,012 | 104,911 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||