Position in MCHP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,359,848
+$1,361,616 QoQ
Shares Held
91,665
-15.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
6.38%
of 13F equity value
Holder Rank
#295
of 1,300 holders
Holding Since
Dec 2025
3 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, 2026LHM, INC. holds $38,157,055 across 5 Semiconductors names. MCHP ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
44,680 | $13,309,725 | |
| 2 | TXN |
Texas Instruments Inc
|
30,665 | $9,140,316 | |
| 3 | MCHP |
Microchip Technology Inc
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|
91,665 | $8,359,848 | |
| 4 | ALAB |
Astera Labs, Inc.
|
13,274 | $6,411,607 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,959 | $935,559 |
All Filings in MCHP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,359,848 | 91,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,998,232 | 108,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,230,519 | 82,086 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||