Position in MRVL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$24,745,424
+$7,292,418 QoQ
Shares Held
83,069
-52.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#359
of 2,211 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $54,988,349 across 6 Semiconductors names. MRVL ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
This page
|
83,069 | $24,745,424 | |
| 2 | QCOM |
Qualcomm Inc/De
|
74,009 | $13,676,123 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
35,731 | $10,041,482 | |
| 4 | ADI |
Analog Devices Inc
|
13,313 | $5,287,524 | |
| 5 | NVDA |
Nvidia Corp
|
3,371 | $674,503 | |
| 6 | MU |
Micron Technology Inc
|
488 | $563,293 |
All Filings in MRVL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,745,424 | 83,069 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,453,006 | 176,204 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,186,435 | 178,706 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $15,272,240 | 181,661 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,008,772 | 168,072 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,231,887 | 166,183 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,037,974 | 127,098 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,324,106 | 129,286 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,053,378 | 129,519 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,999,350 | 126,966 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $61,516 | 1,020 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $28,147 | 520 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $31,085 | 520 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $22,516 | 520 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,704 | 100 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||