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 Q2	$12.6M	Sell	138,033 -92,351	-40%	-$8.24M	0.24%	95
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DF Dent & Co's MCHP Position: Q2 2026 in Review

DF Dent & Co reduced its Microchip Technology (MCHP) stake by 40% in Q2 2026, selling an estimated $8.24M and leaving 138,033 shares worth $12.6M. The position accounts for 0.24% of the portfolio, ranked #95.

DF Dent & Co first reported a position in MCHP in Q4 2013 and has held it in 9 quarters since. The position peaked at $31.5M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

DF Dent & Co held 138,033 shares of Microchip Technology worth $12.6M as of Q2 2026.
DF Dent & Co sold 92,351 Microchip Technology shares in Q2 2026, an estimated $8.24M.
Microchip Technology made up 0.24% of DF Dent & Co's portfolio in Q2 2026, its #95 holding.
DF Dent & Co first reported a position in Microchip Technology in Q4 2013 and has held it in 9 quarters since.
DF Dent & Co's Microchip Technology position peaked at $31.5M in Q2 2025.
1,284 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.