TANDEM CAPITAL MANAGEMENT CORP /ADV MRVL — MARVELL TECHNOLOGY GROUP LTD

Ownership history in TANDEM CAPITAL MANAGEMENT CORP /ADV  ·  26 quarters on record

AI Ownership Summary

TANDEM CAPITAL MANAGEMENT CORP /ADV reported MARVELL TECHNOLOGY GROUP LTD (MRVL) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.17% in 2024 Q4. The latest visible filing shows MRVL at 1.78% 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 TANDEM CAPITAL MANAGEMENT CORP /ADV's position in MARVELL TECHNOLOGY GROUP LTD, 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
2026 Q1

MRVL was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 TANDEM CAPITAL MANAGEMENT CORP /ADV fund profile TANDEM CAPITAL MANAGEMENT CORP /ADV full holdings
How TANDEM CAPITAL MANAGEMENT CORP /ADV 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)
2026 Q1 REDUCED — — — 35,930 -1,647 -4.4% 1.78% $3.6M 2026-04-16 $133.37
2025 Q4 REDUCED — — — 37,577 -380 -1.0% 1.45% $3.2M 2026-01-23 $80.19
2025 Q3 REDUCED — — — 37,957 -450 -1.2% 1.49% $3.2M 2025-11-12 $89.22
2025 Q2 ADDED — — — 38,407 +1,398 +3.8% 1.50% $3.0M 2025-07-24 $73.90
2025 Q1 ADDED — — — 37,009 +310 +0.8% 1.27% $2.3M 2025-04-22 $50.48
2024 Q4 ADDED — — — 36,699 +1,519 +4.3% 2.17% $4.1M 2025-01-27 $99.95
2024 Q3 REDUCED 9.8% +55.0% ❌ 35,180 -3,819 -9.8% 1.41% $2.5M 2024-10-23 $81.48
2024 Q2 ADDED — — — 38,999 +3,819 +10.9% 1.54% $2.8M 2024-07-08 $74.46
2024 Q1 ADDED — — — 35,180 +3,515 +11.1% 1.41% $2.5M 2024-05-16 $72.64
2023 Q4 REDUCED — — — 31,665 -1,080 -3.3% 1.19% $1.9M 2024-02-02 $67.07
16 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

Koch, Inc. 28.2% Shannon River Fund Management LLC 3Y 7Y 10.65% Tensor Edge Capital, LLC 8.78% Think Investments LP 3Y 7Y 6.69% RDST Capital LLC 3Y 5.81% Totem Point Management, LLC 3Y 7Y 5.66% HALLSTATT ADVISORS L.P. 5.47% HOERTKORN RICHARD CHARLES 3Y 7Y 5.45% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 5.39% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 4.91%

FAQ About TANDEM CAPITAL MANAGEMENT CORP /ADV and MRVL

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

How long has TANDEM CAPITAL MANAGEMENT CORP /ADV reported owning MRVL?

TANDEM CAPITAL MANAGEMENT CORP /ADV reported MRVL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRVL position in TANDEM CAPITAL MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for MRVL was 2.17% in 2024 Q4.

What is the latest reported MRVL position on this page?

The most recent filing on this page is 2026 Q1, when TANDEM CAPITAL MANAGEMENT CORP /ADV reported 35,930 shares, equal to 1.78% of portfolio, with an estimated market value of $3.6M.

What does the chart on this MRVL ownership page compare?

The chart compares TANDEM CAPITAL MANAGEMENT CORP /ADV'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 TANDEM CAPITAL MANAGEMENT CORP /ADV time their MRVL position?

Based on 13F filing dates vs. subsequent MRVL price moves, TANDEM CAPITAL MANAGEMENT CORP /ADV correctly timed 14 out of 23 reported position changes (61%). The annualised alpha on MRVL relative to SPY over the holding period was +16.0%.

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