Position in MRVL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$101,119,653
+$68,401,557 QoQ
Shares Held
339,453
+2.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#11
of 650 holders
Holding Since
Sep 2023
10 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. MRVL ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
This page
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in MRVL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,119,653 | 339,453 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $32,718,096 | 330,319 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $40,200,638 | 473,060 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $50,244,351 | 597,649 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $43,514,667 | 562,205 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $19,796,601 | 321,530 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $30,860,723 | 279,409 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $27,755,526 | 384,852 | Shares | Defined | 2024-11-12 | |
| 2023-12-31 | $2,800,796 | 46,440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,043,139 | 19,271 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||