Nicholas Investment Partners, LP

Position in MRVL — Marvell Technology, Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in MRVL

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

Position Value

$9,364,172

+$8,616,246 QoQ

Shares Held

31,435

+316.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#534

of 2,206 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $193,986,382 across 16 Semiconductors names. MRVL ranks #9 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	126,682	$25,347,801
2	LSCC	Lattice Semiconductor Corp	146,318	$22,380,801
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	44,929	$21,456,742
4	SITM	SITIME Corp	27,562	$20,549,124
5	AVGO	Broadcom Inc.	52,405	$19,795,988
6	MPWR	Monolithic Power Systems, Inc.	12,129	$16,766,644
7	MTSI	MACOM Technology Solutions Holdings, Inc.	36,127	$13,741,626
8	SMTC	Semtech Corp	84,478	$13,672,764

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,364,172	31,435	+316.3%	Shares	Sole	2026-08-14
2026-03-31	$747,926	7,551	+59.0%	Shares	Sole	2026-05-15
2025-12-31	$403,485	4,748	+56.6%	Shares	Sole	2026-02-13
2025-09-30	$254,900	3,032	-38.2%	Shares	Sole	2025-11-14
2024-12-31	$541,867	4,906	-68.9%	Shares	Sole	2025-02-14
2022-12-31	$584,972	15,793	-28.5%	Shares	Sole	2023-02-10
2022-09-30	$948,225	22,098	-26.6%	Shares	Sole	2022-11-14
2022-06-30	$1,310,078	30,096	-11.3%	Shares	Sole	2022-08-10
2022-03-31	$2,432,833	33,926	+23.8%	Shares	Sole	2022-05-10
2021-12-31	$2,397,051	27,398	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.