Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,659,732
+$21,804,662 QoQ
Shares Held
102,923
+15.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#329
of 2,206 holders
Holding Since
Jun 2021
18 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 Jun 30, 2026CallValue
$13,702,940
CallShares
46,000
PutValue
$16,652,051
PutShares
55,900
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, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. MRVL ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in MRVL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,659,732 | 102,923 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $16,652,051 | 55,900 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $13,702,940 | 46,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $693,350 | 7,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $8,855,070 | 89,400 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $534,870 | 5,400 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $254,940 | 3,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $7,197,806 | 84,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $756,630 | 9,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $86,833,044 | 1,032,866 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $756,630 | 9,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $4,867,221 | 62,884 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,073,968 | 3,931,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,334,825 | 944,634 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,074,483 | 111,959 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $779,680 | 11,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,478,741 | 41,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,812,778 | 310,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,456,958 | 41,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,986,310 | 2,655,573 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $87,646,603 | 2,366,269 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $20,144,203 | 462,766 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $3,324,620 | 38,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $4,811,950 | 55,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $4,095,669 | 46,813 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,318,138 | 419,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $24,558,232 | 407,200 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $3,505,633 | 60,100 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $5,523,851 | 94,700 | Put | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||