Azimuth Capital Investment Management LLC
Position in MRVL — Marvell Technology, Inc.
CIK 1942364
BLOOMFIELD HILLS, MI
Position in MRVL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,955,356
+$14,902,658 QoQ
Shares Held
127,414
-45.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#291
of 2,206 holders
Holding Since
Dec 2024
7 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, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. MRVL ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
This page
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
|
7,484 | $1,382,968 |
All Filings in MRVL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,955,356 | 127,414 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,052,698 | 232,738 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,412,782 | 193,137 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,528,124 | 160,915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,699,661 | 202,838 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,848,753 | 273,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,573,599 | 95,732 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||