Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,813,848
+$26,927,153 QoQ
Shares Held
244,432
-47.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#204
of 2,206 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 41%
Shared 59%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NZS Capital, LLC holds $608,915,878 across 8 Semiconductors names. MRVL ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
811,031 | $162,279,192 | |
| 2 | TXN |
Texas Instruments Inc
|
495,364 | $147,653,147 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
229,378 | $81,330,557 | |
| 4 | MRVL |
Marvell Technology, Inc.
This page
|
244,432 | $72,813,848 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
357,520 | $54,686,259 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
25,529 | $35,290,268 | |
| 7 | ON |
On Semiconductor Corp
|
335,531 | $31,721,100 | |
| 8 | ADI |
Analog Devices Inc
|
58,266 | $23,141,507 |
All Filings in MRVL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,813,848 | 244,432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,886,695 | 463,268 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,721,937 | 420,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $43,492,017 | 517,331 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,844,962 | 488,953 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,939,938 | 275,133 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||