Skip to main content
Equibles

Avalon Global Asset Management LLC

Position in MRVL — Marvell Technology, Inc.

CIK 1314273 SAN FRANCISCO, CA
Back to MRVL Full portfolio

Position in MRVL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$14,894,500
+$6,970,500 QoQ
Shares Held
50,000
-37.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#441
of 2,216 holders
Holding Since
Jun 2025
5 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 Dec 31, 2025
CallValue
$11,047,400
CallShares
130,000
PutValue
$16,996,000
PutShares
200,000

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, 2026

Avalon Global Asset Management LLC holds $191,788,977 across 7 Semiconductors names. MRVL ranks #6 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MU
Micron Technology Inc
 44,660 $51,550,591
2 NVDA
Nvidia Corp
 256,800 $51,383,112
3 MPWR
Monolithic Power Systems, Inc.
 22,000 $30,411,920
4 ADI
Analog Devices Inc
 45,300 $17,991,801
5 MTSI
MACOM Technology Solutions Holdings, Inc.
 45,700 $17,382,909
6 MRVL
Marvell Technology, Inc.
This page 		50,000 $14,894,500
7 SLAB
Silicon Laboratories Inc.
 37,400 $8,174,144

All Filings in MRVL

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,894,500 50,000
2026-03-31 $7,924,000 80,000
2025-12-31 $16,996,000 200,000
2025-12-31 $11,047,400 130,000
2025-09-30 $18,915,750 225,000
2025-09-30 $1,681,400 20,000
2025-06-30 $15,480,000 200,000