Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,382,115
+$22,898,979 QoQ
Shares Held
105,348
+23.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#327
of 2,211 holders
Holding Since
Jun 2021
19 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, 2026CallValue
$53,620,200
CallShares
180,000
PutValue
$8,936,700
PutShares
30,000
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, 2026LMR Partners LLP holds $796,224,580 across 32 Semiconductors names. MRVL ranks #9 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
772,195 | $154,508,496 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
214,827 | $102,594,929 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
379,093 | $82,854,565 | |
| 4 | QRVO |
Qorvo, Inc.
|
659,190 | $61,482,651 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
199,723 | $54,314,669 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
35,757 | $49,429,046 | |
| 7 | MU |
Micron Technology Inc
|
40,806 | $47,101,957 | |
| 8 | INTC |
Intel Corp
|
245,409 | $34,266,457 |
All Filings in MRVL
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,620,200 | 180,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $31,382,115 | 105,348 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $8,936,700 | 30,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $8,483,136 | 85,645 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $985,768 | 11,600 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $945,062 | 11,121 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $943,278 | 11,100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $58,282,704 | 693,264 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $933,177 | 11,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $975,212 | 11,600 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $859,140 | 11,100 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $29,570,283 | 382,045 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $897,840 | 11,600 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $1,329,912 | 21,600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $5,173,788 | 84,031 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,188,301 | 19,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $4,208,145 | 38,100 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $33,615,126 | 304,347 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $5,920,120 | 53,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $3,865,632 | 53,600 | Put | Sole | 2024-11-07 | |
| 2024-09-30 | $2,747,772 | 38,100 | Call | Sole | 2024-11-07 | |
| 2024-09-30 | $59,499,000 | 825,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,746,640 | 53,600 | Put | Other | 2024-08-14 | |
| 2024-06-30 | $2,663,190 | 38,100 | Call | Other | 2024-08-14 | |
| 2024-03-31 | $2,700,528 | 38,100 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $3,799,168 | 53,600 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $5,022,737 | 83,282 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,044,960 | 592,000 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $10,826,000 | 200,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $11,956,000 | 200,000 | Put | Sole | 2023-08-14 | |
| 2022-09-30 | $33,255,250 | 775,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,382,750 | 675,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,342,000 | 200,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,872,500 | 250,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,631,750 | 425,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,833,000 | 100,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||