Baker Avenue Asset Management, LP
Position in MRVL — Marvell Technology, Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in MRVL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$61,144,901
+$36,735,515 QoQ
Shares Held
205,260
-16.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#52
of 1,162 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Derivatives in MRVL
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$5,500
PutShares
50,000
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, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. MRVL ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
This page
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in MRVL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,144,901 | 205,260 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,409,386 | 246,435 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,470,747 | 240,889 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,500 | 50,000 | Put | Sole | 2025-10-31 | |
| 2025-09-30 | $19,688,185 | 234,188 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,436,354 | 212,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,242,640 | 198,841 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,166,335 | 209,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,386,240 | 227,208 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $15,788,173 | 225,868 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,687,278 | 235,430 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,211,086 | 235,634 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,133,293 | 224,151 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,907,219 | 215,912 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,093,619 | 233,109 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,284,693 | 196,671 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,983,233 | 186,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,437,274 | 101,936 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,264,079 | 101,298 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,032,894 | 91,815 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,349,617 | 105,283 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,029,922 | 103,376 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,295,203 | 87,693 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||