CloudAlpha Capital Management Limited/Hong Kong
Position in MRVL — Marvell Technology, Inc.
CIK 1745907
HONG KONG, K3
Position in MRVL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$93,894,928
+$80,098,056 QoQ
Shares Held
315,200
+126.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
9.27%
of 13F equity value
Holder Rank
#177
of 2,211 holders
Holding Since
Sep 2022
8 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, 2025CallValue
$20,317,500
CallShares
262,500
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, 2026CloudAlpha Capital Management Limited/Hong Kong holds $476,940,927 across 9 Semiconductors names. MRVL ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
225,653 | $131,084,084 | |
| 2 | MRVL |
Marvell Technology, Inc.
This page
|
315,200 | $93,894,928 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
1,544,690 | $83,073,428 | |
| 4 | QCOM |
Qualcomm Inc/De
|
281,160 | $51,955,556 | |
| 5 | POET |
Poet Technologies Inc.
|
3,860,024 | $39,681,046 | |
| 6 | WOLF |
Wolfspeed, Inc.
|
719,134 | $34,698,215 | |
| 7 | INTC |
Intel Corp
|
234,800 | $32,785,124 | |
| 8 | ALAB |
Astera Labs, Inc.
|
20,200 | $9,757,004 |
All Filings in MRVL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,894,928 | 315,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,796,872 | 139,292 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $20,317,500 | 262,500 | Call | Sole | 2025-08-06 | |
| 2025-06-30 | $774 | 10 | Shares | Sole | 2025-08-06 | |
| 2023-09-30 | $898,558 | 16,600 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $9,624,580 | 161,000 | Shares | Sole | 2024-07-22 | |
| 2023-03-31 | $18,363,530 | 424,100 | Shares | Sole | 2024-07-22 | |
| 2022-12-31 | $6,619,048 | 178,700 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $961,184 | 22,400 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||