Mengis Capital Management, Inc.
Position in MRVL — Marvell Technology, Inc.
CIK 1609674
PORTLAND, OR
Position in MRVL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,868,268
+$9,313,454 QoQ
Shares Held
46,555
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#456
of 2,206 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Mengis Capital Management, Inc. holds $36,208,605 across 7 Semiconductors names. MRVL ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
This page
|
46,555 | $13,868,268 | |
| 2 | QCOM |
Qualcomm Inc/De
|
65,488 | $12,101,527 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,600 | $5,576,736 | |
| 4 | INTC |
Intel Corp
|
16,811 | $2,347,319 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,226 | $1,540,640 | |
| 6 | ADI |
Analog Devices Inc
|
1,050 | $417,028 | |
| 7 | TXN |
Texas Instruments Inc
|
1,198 | $357,087 |
All Filings in MRVL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,868,268 | 46,555 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,554,814 | 45,985 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,675,300 | 43,249 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $1,771,354 | 21,070 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||