Position in MRVL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,309,725
+$3,418,890 QoQ
Shares Held
44,680
-55.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
10.15%
of 13F equity value
Holder Rank
#464
of 2,206 holders
Holding Since
Jun 2025
5 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, 2026LHM, INC. holds $38,157,055 across 5 Semiconductors names. MRVL ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
This page
|
44,680 | $13,309,725 | |
| 2 | TXN |
Texas Instruments Inc
|
30,665 | $9,140,316 | |
| 3 | MCHP |
Microchip Technology Inc
|
91,665 | $8,359,848 | |
| 4 | ALAB |
Astera Labs, Inc.
|
13,274 | $6,411,607 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,959 | $935,559 |
All Filings in MRVL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,309,725 | 44,680 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,890,835 | 99,857 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,485,847 | 99,857 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,110,834 | 108,372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,524,441 | 97,215 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||