ADAPT Investment Managers SA MRVL — MARVELL TECHNOLOGY INC

Ownership history in ADAPT Investment Managers SA  ·  10 quarters on record

AI Ownership Summary

ADAPT Investment Managers SA reported MARVELL TECHNOLOGY INC (MRVL) in 10 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.66% in 2025 Q3. The latest visible filing shows MRVL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MRVL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAPT Investment Managers SA's position in MARVELL TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MRVL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRVL stock page ADAPT Investment Managers SA fund profile ADAPT Investment Managers SA full holdings
How ADAPT Investment Managers SA held MRVL — position size vs. price
% of Fund (quarterly)    MRVL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90.4% +16.6% ❌ 47,955 -452,045 -90.4% 0.03% $4.1M 2026-02-14 (Est.) $78.57
2025 Q4 REDUCED 80.4% +16.6% ❌ 500,000 -2,050,000 -80.4% 0.31% $42.5M 2026-02-14 (Est.) $78.57
2025 Q4 ADDED — — — 2,550,000 +1,950,000 +325.0% 1.59% $216.7M 2026-02-14 (Est.) $78.57
2025 Q3 REDUCED 71.4% +2.1% ❌ 600,000 -1,500,000 -71.4% 0.47% $50.4M 2025-10-29 $90.04
2025 Q3 ADDED — — — 2,100,000 +1,600,000 +320.0% 1.66% $176.5M 2025-10-29 $90.04
2025 Q2 ADDED — — — 500,000 +300,000 +150.0% 0.49% $38.7M 2025-07-24 $73.90
2025 Q2 REDUCED 40.7% +6.5% ❌ 200,000 -137,303 -40.7% 0.19% $15.5M 2025-07-24 $73.90
2025 Q1 REDUCED 43.8% +25.9% ❌ 337,303 -262,697 -43.8% 0.71% $20.8M 2025-05-14 $65.72
2025 Q1 ADDED — — — 600,000 +200,000 +50.0% 1.26% $36.9M 2025-05-14 $65.72
2025 Q1 INITIATED — — — 400,000 — — 0.84% $24.6M 2025-05-14 $65.72

🏢 Other funds also holding MRVL

As of 2026 Q1 — sorted by position size

Tensor Edge Capital, LLC 8.78% CALIFORNIA FIRST LEASING CORP 3Y 4.15% HARTLINE INVESTMENT CORP/ 3Y 7Y 3.93% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 3.02% Insight Inv LLC 3Y 2.48% Barnes Dennig Private Wealth Management LLC 2.2% Bouvel Investment Partners, LLC 3Y 2.1% Cannon Global Investment Management, LLC 3Y 1.9% Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.79% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 1.78%

FAQ About ADAPT Investment Managers SA and MRVL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAPT Investment Managers SA reported owning MRVL?

ADAPT Investment Managers SA reported MRVL across 10 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MRVL position in ADAPT Investment Managers SA's portfolio?

The largest reported portfolio weight for MRVL was 1.66% in 2025 Q3.

What is the latest reported MRVL position on this page?

The most recent filing on this page is 2025 Q4, when ADAPT Investment Managers SA reported 47,955 shares, equal to 0.03% of portfolio, with an estimated market value of $4.1M.

What does the chart on this MRVL ownership page compare?

The chart compares ADAPT Investment Managers SA's quarterly MRVL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADAPT Investment Managers SA time their MRVL position?

Based on 13F filing dates vs. subsequent MRVL price moves, ADAPT Investment Managers SA correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on MRVL relative to SPY over the holding period was +2.9%.

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