CloudAlpha Capital Management’s Marvell Technology MRVL Stock Holding History

CloudAlpha Capital 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
2026 Q2	$93.9M	Buy	315,200 +175,908	+126%	+$35.3M	2.67%	12
2026 Q1	$13.8M	Buy	+139,292	New	+$11.7M	0.47%	33
2025 Q3	–	Sell	-10	Closed	-$774	–	74
2025 Q2	$774	Buy	+10	New	+$624	﹤0.01%	58
2023 Q4	–	Sell	-16,600	Closed	-$899K	–	54
2023 Q3	$899K	Sell	16,600 -144,400	-90%	-$8.52M	0.05%	42
2023 Q2	$9.62M	Sell	161,000 -263,100	-62%	-$12.8M	0.81%	23
2023 Q1	$18.4M	Buy	424,100 +245,400	+137%	+$10.3M	1.01%	18
2022 Q4	$6.62M	Buy	178,700 +156,300	+698%	+$6.38M	0.84%	13
2022 Q3	$961K	Buy	+22,400	New	+$1.11M	0.16%	14

Other funds holding MRVL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CloudAlpha Capital Management's MRVL Position: Q2 2026 in Review

CloudAlpha Capital Management increased its Marvell Technology (MRVL) stake by 126% in Q2 2026, buying an estimated $35.3M and bringing the position to 315,200 shares worth $93.9M. The position accounts for 2.67% of the portfolio, ranked #12.

CloudAlpha Capital Management first reported a position in MRVL in Q3 2022 and has held it in 8 quarters since. 2,203 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

CloudAlpha Capital Management held 315,200 shares of Marvell Technology worth $93.9M as of Q2 2026.
CloudAlpha Capital Management bought 175,908 Marvell Technology shares in Q2 2026, an estimated $35.3M.
Marvell Technology made up 2.67% of CloudAlpha Capital Management's portfolio in Q2 2026, its #12 holding.
CloudAlpha Capital Management first reported a position in Marvell Technology in Q3 2022 and has held it in 8 quarters since.
2,203 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on CloudAlpha Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.