Dodge & Cox

Position in MCHP — Microchip Technology Inc

CIK 200217 San Francisco, CA

Back to MCHP Full portfolio

Position in MCHP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$396,040,950

+$1,775,107 QoQ

Shares Held

6,129,716

-0.9% QoQ

Ownership

1.13%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.32961788115469.ToString("F0")% Shared 0.ToString("F0")% None 3.6703821188453105.ToString("F0")%

Common Shares in MCHP Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Mar 31, 2026

Dodge & Cox holds $445,404,847 across 5 Semiconductors names. MCHP ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCHP	Microchip Technology Inc This page	6,129,716	$396,040,950
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	107,800	$36,431,010
3	ADI	Analog Devices Inc	20,021	$6,369,480
4	AVGO	Broadcom Inc.	19,290	$5,970,447
5	NVDA	Nvidia Corp	3,400	$592,960

All Filings in MCHP

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$396,040,950	6,129,716	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$394,265,843	6,187,474	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$398,925,906	6,211,864	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$446,131,726	6,339,800	+958.4%	Shares	Sole	2025-08-13
2025-03-31	$28,996,282	598,973	-1.6%	Shares	Sole	2025-05-14
2024-12-31	$34,918,407	608,865	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$49,613,278	617,926	-0.6%	Shares	Sole	2024-11-13
2024-06-30	$56,909,431	621,961	-92.8%	Shares	Sole	2024-08-13
2024-03-31	$779,402,991	8,688,028	-47.2%	Shares	Sole	2024-05-14
2023-12-31	$1,483,394,176	16,449,259	-4.9%	Shares	Sole	2024-02-22
2023-09-30	$1,350,568,146	17,303,884	-20.5%	Shares	Sole	2023-11-14
2023-06-30	$1,949,108,214	21,755,868	-5.0%	Shares	Sole	2023-08-14
2023-03-31	$1,918,510,559	22,899,386	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$1,641,648,786	23,368,666	-24.9%	Shares	Sole	2023-02-14
2022-09-30	$1,898,219,812	31,103,061	-3.5%	Shares	Sole	2022-11-10
2022-06-30	$1,871,827,562	32,228,436	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$2,380,235,628	31,677,344	+7.2%	Shares	Sole	2022-05-13
2021-12-31	$2,571,680,053	29,539,169	+87.3%	Shares	Sole	2022-02-14
2021-09-30	$1,210,337,490	15,770,897	+8.4%	Shares	Sole	2021-11-15
2021-06-30	$1,089,763,696	14,555,412	-3.3%	Shares	Sole	2021-08-13
2021-03-31	$1,168,473,808	15,055,712	-17.6%	Shares	Sole	2021-05-14
2020-12-31	$1,262,427,877	18,281,484	-11.9%	Shares	Sole	2021-02-11
2020-09-30	$1,066,233,289	20,751,913	-17.0%	Shares	Sole	2020-11-13
2020-06-30	$1,316,934,669	25,010,629	-11.8%	Shares	Sole	2020-08-13
2020-03-31	$961,112,358	28,351,397	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.