Thoma Capital Management LLC

Position in MRVL — Marvell Technology, Inc.

CIK 2060298 TOWSON, MD

Position in MRVL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,383,417

+$1,520,593 QoQ

Shares Held

8,001

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#895

of 2,211 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $5,075,505 across 5 Semiconductors names. MRVL ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc. This page	8,001	$2,383,417
2	NVDA	Nvidia Corp	8,639	$1,728,577
3	AVGO	Broadcom Inc.	1,248	$471,432
4	MU	Micron Technology Inc	225	$259,715
5	AMD	Advanced Micro Devices Inc	400	$232,364

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,383,417	8,001	-8.2%	Shares	Sole	2026-07-16
2026-03-31	$862,824	8,711	+1.3%	Shares	Sole	2026-04-20
2025-12-31	$730,573	8,597	-5.7%	Shares	Sole	2026-01-08
2025-09-30	$766,466	9,117	+4.3%	Shares	Sole	2025-10-21
2025-06-30	$676,398	8,739	+7.2%	Shares	Sole	2025-10-01
2025-03-31	$501,733	8,149	+1.9%	Shares	Sole	2025-10-01
2024-12-31	$882,937	7,994	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.