Ardmore Road Asset Management LP
Position in MRVL — Marvell Technology, Inc.
CIK 1835730
WESTPORT, CT
Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,012,826
-$15,252,372 QoQ
Shares Held
3,400
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,163
of 2,211 holders
Holding Since
Sep 2024
6 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, 2026Ardmore Road Asset Management LP holds $192,835,277 across 10 Semiconductors names. MRVL ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
125,000 | $72,613,750 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
112,800 | $53,869,896 | |
| 3 | QCOM |
Qualcomm Inc/De
|
211,200 | $39,027,648 | |
| 4 | SMTC |
Semtech Corp
|
110,000 | $17,803,500 | |
| 5 | STM |
STMicroelectronics N.V.
|
60,000 | $4,493,400 | |
| 6 | MU |
Micron Technology Inc
|
900 | $1,038,861 | |
| 7 | MRVL |
Marvell Technology, Inc.
This page
|
3,400 | $1,012,826 | |
| 8 | NVDA |
Nvidia Corp
|
5,000 | $1,000,450 |
All Filings in MRVL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,826 | 3,400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,265,198 | 164,212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,139,329 | 260,524 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $27,090,000 | 350,000 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $33,135,000 | 300,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,030,000 | 250,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||