INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Position in MCHP — Microchip Technology Inc
CIK 1671754
CHICAGO, IL
Position in MCHP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,878,400
+$4,534,980 QoQ
Shares Held
207,000
-6.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#202
of 1,308 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $73,031,885 across 7 Semiconductors names. MCHP ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARM |
Arm Holdings PLC /Uk
|
69,266 | $24,559,645 | |
| 2 | MCHP |
Microchip Technology Inc
This page
|
207,000 | $18,878,400 | |
| 3 | DIOD |
Diodes Inc /Del/
|
90,000 | $9,849,600 | |
| 4 | AVGO |
Broadcom Inc.
|
24,000 | $9,066,000 | |
| 5 | INDI |
indie Semiconductor, Inc.
|
920,000 | $4,130,800 | |
| 6 | SMTC |
Semtech Corp
|
23,000 | $3,722,550 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
9,483 | $2,824,890 |
All Filings in MCHP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,878,400 | 207,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,343,420 | 222,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,862,240 | 92,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,660,540 | 57,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,925,900 | 70,000 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $2,745,000 | 30,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||