Position in MCHP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,071,124
+$2,005,987 QoQ
Shares Held
110,429
-11.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#278
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. MCHP ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,449,030 | $289,936,412 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
267,159 | $79,583,994 | |
| 3 | AVGO |
Broadcom Inc.
|
199,358 | $75,307,484 | |
| 4 | QCOM |
Qualcomm Inc/De
|
167,608 | $30,972,282 | |
| 5 | MCHP |
Microchip Technology Inc
This page
|
110,429 | $10,071,124 | |
| 6 | INTC |
Intel Corp
|
63,961 | $8,930,874 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,791 | $2,783,139 | |
| 8 | MU |
Micron Technology Inc
|
1,064 | $1,228,164 |
All Filings in MCHP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,071,124 | 110,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,065,137 | 124,828 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,440,818 | 148,161 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,219,619 | 174,706 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,668,612 | 236,871 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,817,397 | 553,964 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,856,321 | 642,656 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $57,305,301 | 713,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,627,016 | 760,951 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $70,628,683 | 787,300 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,566,781 | 837,955 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $72,442,888 | 928,160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $85,950,495 | 959,376 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $82,523,383 | 985,001 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $71,623,738 | 1,019,555 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,237,638 | 1,036,173 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $61,628,629 | 1,061,099 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $80,052,578 | 1,065,379 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $93,700,066 | 1,076,270 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $82,627,043 | 538,322 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $81,189,776 | 542,205 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $84,545,074 | 544,679 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $76,404,523 | 553,215 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $57,086,468 | 555,532 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $59,233,083 | 562,464 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $38,225,504 | 563,798 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||