Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$834,092
+$319,132 QoQ
Shares Held
2,800
-46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,250
of 2,211 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Derivatives in MRVL
reported options exposure · as of Mar 31, 2026CallValue
$2,882,355
CallShares
29,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026SANDLER CAPITAL MANAGEMENT holds $8,493,954 across 6 Semiconductors names. MRVL ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,589 | $2,669,138 | |
| 2 | ADI |
Analog Devices Inc
|
4,069 | $1,616,084 | |
| 3 | STM |
STMicroelectronics N.V.
|
19,539 | $1,463,275 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,447 | $1,311,135 | |
| 5 | MRVL |
Marvell Technology, Inc.
This page
|
2,800 | $834,092 | |
| 6 | MU |
Micron Technology Inc
|
520 | $600,230 |
All Filings in MRVL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,092 | 2,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $514,960 | 5,199 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,882,355 | 29,100 | Call | Sole | 2026-05-15 | |
| 2024-12-31 | $10,429,020 | 94,423 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $9,317,131 | 155,857 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $11,852,800 | 320,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $7,657,160 | 178,447 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,074,293 | 254,406 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,210,439 | 351,561 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,662,568 | 201,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,287,438 | 203,738 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,062,039 | 378,228 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||