Avalon Global Asset Management LLC
Position in MRVL — Marvell Technology, Inc.
CIK 1314273
SAN FRANCISCO, CA
Position in MRVL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,924,000
+$7,924,000 QoQ
Shares Held
80,000
Ownership
0.009%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2025CallValue
$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 Mar 31, 2026Avalon Global Asset Management LLC holds $135,910,570 across 7 Semiconductors names. MRVL ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
191,800 | $33,449,920 | |
| 2 | MU |
Micron Technology Inc
|
95,660 | $32,317,774 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
22,500 | $24,600,375 | |
| 4 | ADI |
Analog Devices Inc
|
45,300 | $14,411,742 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
57,400 | $11,947,810 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
50,700 | $11,258,949 | |
| 7 | MRVL |
Marvell Technology, Inc.
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|
80,000 | $7,924,000 |
All Filings in MRVL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,924,000 | 80,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,996,000 | 200,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $11,047,400 | 130,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $18,915,750 | 225,000 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $1,681,400 | 20,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,480,000 | 200,000 | Call | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||