Edgestream Partners, L.P.

Position in MCHP — Microchip Technology Inc

CIK 1535061 Princeton, NJ

Position in MCHP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,149,964

+$3,521,955 QoQ

Shares Held

45,504

+368.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#388

of 1,305 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Edgestream Partners, L.P. holds $98,607,440 across 20 Semiconductors names. MCHP ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	150,949	$30,203,385
2	MU	Micron Technology Inc	8,785	$10,140,437
3	INTC	Intel Corp	61,472	$8,583,335
4	ALGM	Allegro Microsystems, Inc.	92,188	$6,418,128
5	CRUS	Cirrus Logic, Inc.	41,993	$6,237,220
6	AMD	Advanced Micro Devices Inc	8,762	$5,089,933
7	DIOD	Diodes Inc /Del/	41,879	$4,583,237
8	MCHP	Microchip Technology Inc This page	45,504	$4,149,964

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,149,964	45,504	+368.1%	Shares	Sole	2026-08-11
2026-03-31	$628,009	9,720	-69.6%	Shares	Sole	2026-05-18
2025-12-31	$2,034,898	31,935	-79.7%	Shares	Sole	2026-02-13
2025-03-31	$7,618,765	157,380	+26.8%	Shares	Sole	2025-05-02
2024-12-31	$7,118,568	124,125	+232.1%	Shares	Sole	2025-02-07
2024-09-30	$3,000,999	37,377	+190.1%	Shares	Sole	2024-11-14
2024-06-30	$1,179,069	12,886	+32.7%	Shares	Sole	2024-08-09
2024-03-31	$871,263	9,712	-97.0%	Shares	Sole	2024-05-10
2022-06-30	$18,967,592	326,577	+15443.9%	Shares	Sole	2022-08-12
2021-06-30	$314,603	2,101	-93.3%	Shares	Sole	2021-08-10
2020-09-30	$3,220,498	31,340	-47.0%	Shares	Sole	2020-11-10
2020-06-30	$6,223,189	59,094	+116.1%	Shares	Sole	2020-08-11
2020-03-31	$1,854,262	27,349	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.