MRVL β€” MARVELL TECHNOLOGY INC

Ownership history in APPLETON PARTNERS INC/MA  Β·  4 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in MARVELL TECHNOLOGY INC (MRVL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.11% (2024 Q4)
πŸ“Š Avg. % of fund
0.65%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

APPLETON PARTNERS INC/MA Γ— MRVL AI Analytics

πŸ“‰ APPLETON PARTNERS INC/MA underperformed the S&P 500 by –32.4% annually on this MRVL position. Timing score: 33% (1/3 decisions correct). Average cost basis: $105.28. Maximum drawdown during holding period: –44.2%.

πŸ“ˆ Position Alpha vs SPY
-32.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 32.4% ann.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$105.28
-20.3% vs current ($83.95)

Best entry: $61.37 (2025 Q1)  Β·  Worst: $110.03 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–44.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MRVL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,206 -129,980 -97.6% 0.02% $270K $83.95
2025 Q2 REDUCED 133,186 -18,079 -12.0% 0.73% $10.3M $77.23
2025 Q1 ADDED 151,265 +14,768 +10.8% 0.72% $9.3M $61.37
2024 Q4 INITIATED 136,497 β€” β€” 1.11% $15.1M $110.03

🏒 Other funds also holding MRVL

As of 2025 Q4 β€” sorted by position size

Elemental Capital Partners LLC 3Y 9.02% HOERTKORN RICHARD CHARLES 3Y 7Y 8.83% Think Investments LP 3Y 7Y 7.08% Spear Advisors LLC 7.05% Shannon River Fund Management LLC 3Y 7Y 5.03% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4.77% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 3.73% CALIFORNIA FIRST LEASING CORP 3Y 3.61% Cannon Global Investment Management, LLC 3Y 3.52% HARTLINE INVESTMENT CORP/ 3Y 7Y 3.29%
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