SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in MRVL — Marvell Technology, Inc.
CIK 1638555
Boston, MA
Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$57,544,450 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Derivatives in MRVL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$43,938,775
PutShares
147,500
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, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
134,465 | $29,716,765 |
All Filings in MRVL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,938,775 | 147,500 | Put | Sole | 2026-08-14 | |
| 2024-12-31 | $57,544,450 | 521,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $18,445,150 | 167,000 | Call | Sole | 2025-02-14 | |
| 2023-12-31 | $37,943,071 | 629,134 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $10,760,400 | 180,000 | Call | Sole | 2023-08-14 | |
| 2022-06-30 | $3,136,902 | 72,063 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $2,176,500 | 50,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $26,118,933 | 364,230 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $28,684,000 | 400,000 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $35,387,867 | 404,479 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||