Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,130,502
+$55,011,048 QoQ
Shares Held
185,070
+15245.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
9.76%
of 13F equity value
Holder Rank
#250
of 2,197 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Derivatives in MRVL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$55,109,650
PutShares
185,000
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, 2026Quarry LP holds $66,420,849 across 44 Semiconductors names. MRVL ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
This page
|
185,070 | $55,130,502 | |
| 2 | QRVO |
Qorvo, Inc.
|
92,207 | $8,600,146 | |
| 3 | MU |
Micron Technology Inc
|
584 | $674,105 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
567 | $329,375 | |
| 5 | TXN |
Texas Instruments Inc
|
914 | $272,435 | |
| 6 | ON |
On Semiconductor Corp
|
2,771 | $261,970 | |
| 7 | INTC |
Intel Corp
|
1,855 | $259,013 | |
| 8 | NVDA |
Nvidia Corp
|
957 | $191,486 |
All Filings in MRVL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,109,650 | 185,000 | Put | Other | 2026-08-14 | |
| 2026-06-30 | $55,130,502 | 185,070 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $119,454 | 1,206 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $89,738 | 1,056 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $54,954 | 710 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $49,440 | 803 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $35,564 | 322 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $171,501 | 2,378 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $32,433 | 464 | Shares | Other | 2024-08-14 | |
| 2023-06-30 | $10,043 | 168 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||