Position in MRVL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,583,994
+$49,630,383 QoQ
Shares Held
267,159
-11.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#193
of 2,206 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. MRVL ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,449,030 | $289,936,412 | |
| 2 | MRVL |
Marvell Technology, Inc.
This page
|
267,159 | $79,583,994 | |
| 3 | AVGO |
Broadcom Inc.
|
199,358 | $75,307,484 | |
| 4 | QCOM |
Qualcomm Inc/De
|
167,608 | $30,972,282 | |
| 5 | MCHP |
Microchip Technology Inc
|
110,429 | $10,071,124 | |
| 6 | INTC |
Intel Corp
|
63,961 | $8,930,874 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,791 | $2,783,139 | |
| 8 | MU |
Micron Technology Inc
|
1,064 | $1,228,164 |
All Filings in MRVL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,583,994 | 267,159 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,953,611 | 302,409 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,827,876 | 480,441 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,067,077 | 702,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,764,207 | 694,628 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,675,523 | 644,397 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $66,951,586 | 606,171 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $43,656,760 | 605,335 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $40,838,166 | 584,237 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,884,296 | 534,485 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,322,118 | 486,190 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,534,217 | 360,876 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,519,365 | 293,064 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||