Atreides Management’s Marvell Technology MRVL Stock Holding History

Atreides Management’s Portfolio MRVL Stock Details MRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,531,792	Closed	-$177M	–	51
2024 Q2	$177M	Sell	2,531,792 -1,673,790	-40%	-$117M	5.78%	1
2024 Q1	$298M	Buy	+4,205,582	New	+$288M	6.77%	2
2023 Q3	–	Sell	-1,608,797	Closed	-$96.2M	–	38
2023 Q2	$96.2M	Sell	1,608,797 -3,552,474	-69%	-$173M	2.47%	15
2023 Q1	$223M	Buy	5,161,271 +924,342	+22%	+$38.9M	6.84%	4
2022 Q4	$157M	Buy	4,236,929 +2,766,866	+188%	+$113M	6.19%	5
2022 Q3	$63.1M	Buy	+1,470,063	New	+$72.8M	1.66%	20
2021 Q4	–	Sell	-51,071	Closed	-$3.08M	–	42
2021 Q3	$3.08M	Hold	51,071	–	–	0.07%	40
2021 Q2	$2.98M	Buy	+51,071	New	+$2.5M	0.05%	43

Other funds holding MRVL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atreides Management's MRVL Position: Q3 2024 in Review

Atreides Management sold out of Marvell Technology (MRVL) in Q3 2024, closing a stake of 2,531,792 shares — an estimated $177M sold.

Atreides Management first reported a position in MRVL in Q2 2021 and held it in 8 quarters. The position peaked at $298M in Q1 2024. 1,105 funds tracked by Wall St. Rank hold MRVL as of Q3 2024.

Atreides Management reported no remaining Marvell Technology position as of Q3 2024 after selling out during the quarter.
Atreides Management sold 2,531,792 Marvell Technology shares in Q3 2024, an estimated $177M.
Atreides Management first reported a position in Marvell Technology in Q2 2021 and held it in 8 quarters.
Atreides Management's Marvell Technology position peaked at $298M in Q1 2024.
1,105 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2024.

Based on Atreides Management's 13F filing for Q3 2024, filed 14 Nov 2024.