Position in MRVL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,965,809
+$3,318,320 QoQ
Shares Held
13,313
+103.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#731
of 2,206 holders
Holding Since
Jun 2021
18 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
$0
CallShares
0
PutValue
$89,367
PutShares
300
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, 2026Valeo Financial Advisors, LLC holds $180,336,215 across 20 Semiconductors names. MRVL ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
486,162 | $97,276,154 | |
| 2 | AVGO |
Broadcom Inc.
|
56,614 | $21,385,938 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
31,727 | $15,151,863 | |
| 4 | MU |
Micron Technology Inc
|
10,232 | $11,810,695 | |
| 5 | INTC |
Intel Corp
|
81,172 | $11,334,046 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
12,242 | $7,111,500 | |
| 7 | MRVL |
Marvell Technology, Inc.
This page
|
13,313 | $3,965,809 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,706 | $3,087,101 |
All Filings in MRVL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,367 | 300 | Put | Sole | 2026-07-08 | |
| 2026-06-30 | $3,965,809 | 13,313 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $647,489 | 6,537 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $649,757 | 7,646 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $625,985 | 7,446 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,010,921 | 13,061 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $526,608 | 8,553 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,201,364 | 10,877 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $775,794 | 10,757 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $687,816 | 9,840 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $619,136 | 8,735 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $498,522 | 8,266 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $297,281 | 5,492 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $261,661 | 6,043 | Shares | Sole | 2023-04-17 | |
| 2022-06-30 | $251,255 | 5,772 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $451,271 | 6,293 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $704,906 | 8,057 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $492,612 | 8,168 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $424,234 | 7,273 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||