Ownership history in ITHAKA GROUP LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which ITHAKA GROUP LLC reported a position in Marvell Technology Grp (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.
π ITHAKA GROUP LLC outperformed the S&P 500 by +5.1% annually on this MRVL position. Timing score: 43% (6/14 decisions correct). Average cost basis: $46.83. Maximum drawdown during holding period: β48.2%.
π₯ Exceptional β beat the S&P 500 by 5.1% per year on this position.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $36.57 (2022 Q4) Β· Worst: $70.56 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 11 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.38% of portfolio
β 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.
As of 2025 Q4 β sorted by position size