DF Dent & Co’s Microchip Technology MCHP Stock Holding History

DF Dent & Co’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9M	Sell	230,384 -159,522	-41%	-$11.5M	0.29%	78
2025 Q4	$24.8M	Sell	389,906 -25,158	-6%	-$1.55M	0.36%	69
2025 Q3	$26.7M	Sell	415,064 -32,472	-7%	-$2.2M	0.34%	70
2025 Q2	$31.5M	Buy	447,536 +16,495	+4%	+$907K	0.4%	63
2025 Q1	$20.9M	Buy	431,041 +38,883	+10%	+$2.17M	0.28%	75
2024 Q4	$22.5M	Buy	392,158 +46,608	+13%	+$3.2M	0.28%	75
2024 Q3	$27.7M	Buy	+345,550	New	+$28.5M	0.34%	66
2014 Q1	–	Sell	-12,840	Closed	-$219K	–	208
2013 Q4	$219K	Buy	+12,840	New	+$269K	0.01%	237

Other funds holding MCHP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

DF Dent & Co's MCHP Position: Q1 2026 in Review

DF Dent & Co reduced its Microchip Technology (MCHP) stake by 41% in Q1 2026, selling an estimated $11.5M and leaving 230,384 shares worth $14.9M. The position accounts for 0.29% of the portfolio, ranked #78.

DF Dent & Co first reported a position in MCHP in Q4 2013 and has held it in 8 quarters since. The position peaked at $31.5M in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

DF Dent & Co held 230,384 shares of Microchip Technology worth $14.9M as of Q1 2026.
DF Dent & Co sold 159,522 Microchip Technology shares in Q1 2026, an estimated $11.5M.
Microchip Technology made up 0.29% of DF Dent & Co's portfolio in Q1 2026, its #78 holding.
DF Dent & Co first reported a position in Microchip Technology in Q4 2013 and has held it in 8 quarters since.
DF Dent & Co's Microchip Technology position peaked at $31.5M in Q2 2025.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.