Position in MRVL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$37,176,374
+$35,162,688 QoQ
Shares Held
124,799
+513.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#295
of 2,211 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 Mar 31, 2024CallValue
$4,819,840
CallShares
68,000
PutValue
$0
PutShares
0
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, 2026Calamos Advisors LLC holds $3,116,505,838 across 24 Semiconductors names. MRVL ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,059,874 | $1,412,610,188 | |
| 2 | AVGO |
Broadcom Inc.
|
1,374,612 | $519,259,683 | |
| 3 | MU |
Micron Technology Inc
|
313,454 | $361,816,817 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
540,770 | $314,138,700 | |
| 5 | INTC |
Intel Corp
|
1,268,305 | $177,093,427 | |
| 6 | TXN |
Texas Instruments Inc
|
199,288 | $59,401,774 | |
| 7 | ADI |
Analog Devices Inc
|
98,671 | $39,189,161 | |
| 8 | QCOM |
Qualcomm Inc/De
|
203,664 | $37,635,070 |
All Filings in MRVL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,176,374 | 124,799 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,013,686 | 20,330 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,727,643 | 20,330 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,709,143 | 20,330 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,573,542 | 20,330 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,251,718 | 20,330 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $28,923,099 | 261,866 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,502,866 | 298,154 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,497,287 | 264,625 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,819,840 | 68,000 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $11,581,721 | 163,399 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $8,660,043 | 200,001 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,489,624 | 148,208 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,095,537 | 142,054 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,186,353 | 142,117 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,481,220 | 341,392 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $30,045,553 | 343,417 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $23,696,944 | 392,919 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $24,899,093 | 426,866 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||