&PARTNERS

Position in MRVL — Marvell Technology, Inc.

CIK 107136 NASHVILLE, TN

Position in MRVL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$36,658,939

+$26,174,596 QoQ

Shares Held

123,062

+16.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#297

of 2,206 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. MRVL ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,989,211	$598,111,228
2	AVGO	Broadcom Inc.	956,184	$361,198,506
3	MU	Micron Technology Inc	214,598	$247,708,325
4	ADI	Analog Devices Inc	218,626	$86,831,688
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	151,689	$72,442,115
6	AMD	Advanced Micro Devices Inc	121,087	$70,340,649
7	QCOM	Qualcomm Inc/De	285,912	$52,833,678
8	MRVL	Marvell Technology, Inc. This page	123,062	$36,658,939

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,658,939	123,062	+16.3%	Shares	Sole	2026-08-14
2026-03-31	$10,484,343	105,849	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$8,527,148	100,343	+7.7%	Shares	Sole	2026-02-17
2025-09-30	$7,832,381	93,165	+44.6%	Shares	Sole	2025-11-14
2025-06-30	$4,985,334	64,410	+13.1%	Shares	Sole	2025-08-14
2025-03-31	$3,505,611	56,937	+79.5%	Shares	Sole	2025-05-15
2024-12-31	$3,503,694	31,722	+30.8%	Shares	Sole	2025-02-14
2024-09-30	$1,749,126	24,253	+64.8%	Shares	Sole	2024-11-14
2024-06-30	$1,028,578	14,715	+137.8%	Shares	Sole	2024-07-24
2024-03-31	$438,676	6,189	—	Shares	Sole	2024-04-11
No filing history on record for this holder in this stock.