Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,756,757
+$3,324,567 QoQ
Shares Held
26,039
-41.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#577
of 2,211 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Totem Point Management, LLC holds $109,537,996 across 8 Semiconductors names. MRVL ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
|
180,953 | $39,990,613 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
32,684 | $15,608,897 | |
| 3 | NVDA |
Nvidia Corp
|
67,858 | $13,577,707 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
21,892 | $12,717,281 | |
| 5 | MU |
Micron Technology Inc
|
7,800 | $9,003,462 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
53,873 | $8,240,414 | |
| 7 | MRVL |
Marvell Technology, Inc.
This page
|
26,039 | $7,756,757 | |
| 8 | ON |
On Semiconductor Corp
|
27,955 | $2,642,865 |
All Filings in MRVL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,756,757 | 26,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,432,190 | 44,747 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $6,411,843 | 58,052 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,141,526 | 30,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,158,483 | 44,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,249,743 | 37,303 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,920,911 | 35,487 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,123,461 | 25,946 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,070,918 | 109,906 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,956,052 | 45,585 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $153,704 | 3,531 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,020,396 | 139,735 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,889,124 | 158,751 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,242,568 | 202,994 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,434,234 | 264,602 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||