Discovery Capital Management’s Marvell Technology MRVL Stock Holding History

Discovery 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	$3.51M	Buy	+11,796	New	+$2.37M	0.15%	70
2025 Q1	–	Sell	-148,500	Closed	-$16.4M	–	80
2024 Q4	$16.4M	Buy	+148,500	New	+$13.8M	1.11%	28
2022 Q2	–	Sell	-83,505	Closed	-$5.99M	–	75
2022 Q1	$5.99M	Buy	+83,505	New	+$6.02M	0.51%	40
2021 Q4	–	Sell	-128,994	Closed	-$7.78M	–	89
2021 Q3	$7.78M	Sell	128,994 -11,081	-8%	-$664K	0.58%	32
2021 Q2	$8.17M	Buy	+140,075	New	+$6.85M	0.53%	31
2014 Q3	–	Sell	-800,000	Closed	-$11.5M	–	115
2014 Q2	$11.5M	Hold	800,000	–	–	0.11%	93
2014 Q1	$12.6M	Hold	800,000	–	–	0.09%	105
2013 Q4	$11.5M	Buy	+800,000	New	+$10.3M	0.09%	101

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

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

Discovery Capital Management opened a new position in Marvell Technology (MRVL) in Q2 2026: 11,796 shares worth $3.51M. The stake represents 0.15% of the portfolio and ranks #70 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in MRVL as recently as Q4 2024.

Discovery Capital Management first reported a position in MRVL in Q4 2013 and has held it in 8 quarters since. The position peaked at $16.4M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

Discovery Capital Management held 11,796 shares of Marvell Technology worth $3.51M as of Q2 2026.
Marvell Technology was a new Discovery Capital Management position in Q2 2026.
Marvell Technology made up 0.15% of Discovery Capital Management's portfolio in Q2 2026, its #70 holding.
Discovery Capital Management first reported a position in Marvell Technology in Q4 2013 and has held it in 8 quarters since.
Discovery Capital Management's Marvell Technology position peaked at $16.4M in Q4 2024.
2,213 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.