Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$116,461,287
+$65,490,157 QoQ
Shares Held
390,954
-24.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
14.35%
of 13F equity value
Holder Rank
#153
of 2,211 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Derivatives in MRVL
reported options exposure · as of Dec 31, 2025CallValue
$25,494,000
CallShares
300,000
PutValue
$0
PutShares
0
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, 2026Think Investments LP holds $252,477,376 across 4 Semiconductors names. MRVL ranks #1 (46.1% of the industry book) .
All Filings in MRVL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,461,287 | 390,954 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $50,971,130 | 514,600 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $63,548,978 | 747,811 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $25,494,000 | 300,000 | Call | Other | 2026-02-17 | |
| 2025-09-30 | $39,849,180 | 474,000 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||