Avalon Global Asset Management LLC MRVL — MARVELL TECHNOLOGY INC

Ownership history in Avalon Global Asset Management LLC  ·  14 quarters on record

AI Ownership Summary

Avalon Global Asset Management LLC reported MARVELL TECHNOLOGY INC (MRVL) in 14 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.75% in 2025 Q4. The latest visible filing shows MRVL at 1.79% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRVL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avalon Global Asset Management LLC'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 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Avalon Global Asset Management LLC fund profile Avalon Global Asset Management LLC full holdings
How Avalon Global Asset Management LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35.0% +16.6% ❌ 130,000 -70,000 -35.0% 1.79% $11.0M 2026-02-14 (Est.) $78.57
2025 Q4 ADDED — — — 200,000 +180,000 +900.0% 2.75% $17.0M 2026-02-14 (Est.) $78.57
2025 Q3 REDUCED 91.1% +2.1% ❌ 20,000 -205,000 -91.1% 0.19% $1.7M 2025-11-13 $87.41
2025 Q3 ADDED — — — 225,000 +25,000 +12.5% 2.16% $18.9M 2025-11-13 $87.41
2025 Q2 ADDED — — — 200,000 +168,000 +525.0% 1.84% $15.5M 2025-08-13 $79.17
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRVL

As of 2026 Q1 — sorted by position size

BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 3.02% 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% Eagle Bluffs Wealth Management LLC 3Y 1.73% Capital Investment Counsel, Inc 3Y 7Y 1.48% Red Spruce Capital, LLC 3Y 1.44% Smith Salley Wealth Management 3Y 7Y 1.43%

FAQ About Avalon Global Asset Management LLC and MRVL

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

How long has Avalon Global Asset Management LLC reported owning MRVL?

Avalon Global Asset Management LLC reported MRVL across 5 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MRVL position in Avalon Global Asset Management LLC's portfolio?

The largest reported portfolio weight for MRVL was 2.75% in 2025 Q4.

What is the latest reported MRVL position on this page?

The most recent filing on this page is 2025 Q4, when Avalon Global Asset Management LLC reported 130,000 shares, equal to 1.79% of portfolio, with an estimated market value of $11.0M.

What does the chart on this MRVL ownership page compare?

The chart compares Avalon Global Asset Management LLC'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 Avalon Global Asset Management LLC time their MRVL position?

Based on 13F filing dates vs. subsequent MRVL price moves, Avalon Global Asset Management LLC correctly timed 2 out of 12 reported position changes (17%). The annualised alpha on MRVL relative to SPY over the holding period was -118.5%.

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