DISCOVERY CAPITAL MANAGEMENT, LLC / CT

Position in MRVL — Marvell Technology, Inc.

CIK 1389507 SOUTH NORWALK, CT

Back to MRVL Full portfolio

Position in MRVL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,513,910

-$12,887,915 QoQ

Shares Held

11,796

-92.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#770

of 2,211 holders

Holding Since

Jun 2021

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 Jun 30, 2021

CallValue

$11,281,022

CallShares

193,400

PutValue

PutShares

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

DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $64,729,551 across 8 Semiconductors names. MRVL ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WOLF	Wolfspeed, Inc.	548,375	$26,459,093
2	ON	On Semiconductor Corp	162,300	$15,343,842
3	MTSI	MACOM Technology Solutions Holdings, Inc.	26,900	$10,231,953
4	AMD	Advanced Micro Devices Inc	7,817	$4,540,973
5	MRVL	Marvell Technology, Inc. This page	11,796	$3,513,910
6	MU	Micron Technology Inc	1,498	$1,729,126
7	QCOM	Qualcomm Inc/De	8,593	$1,587,900
8	RMBS	Rambus Inc	9,965	$1,322,754

All Filings in MRVL

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,513,910	11,796	-92.1%	Shares	Sole	2026-08-14
2024-12-31	$16,401,825	148,500	+77.8%	Shares	Sole	2025-02-12
2022-03-31	$5,988,143	83,505	-35.3%	Shares	Sole	2022-05-16
2021-09-30	$7,779,628	128,994	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$8,170,574	140,075	—	Shares	Sole	2021-08-16
2021-06-30	$11,281,022	193,400	—	Call	Sole	2021-08-16
No filing history on record for this holder in this stock.