Intrinsic Edge Capital Management’s Microchip Technology MCHP Stock Holding History

Intrinsic Edge Capital Management’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	$14.3M	Buy	222,000 +130,000	+141%	+$9.35M	2.38%	6
2025 Q4	$5.86M	Buy	92,000 +35,000	+61%	+$2.16M	1.05%	46
2025 Q3	$3.66M	Sell	57,000 -13,000	-19%	-$881K	0.51%	68
2025 Q2	$4.93M	Buy	+70,000	New	+$3.85M	0.69%	61
2024 Q3	–	Sell	-30,000	Closed	-$2.75M	–	152
2024 Q2	$2.75M	Buy	+30,000	New	+$2.75M	0.25%	111

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

Intrinsic Edge Capital Management's MCHP Position: Q1 2026 in Review

Intrinsic Edge Capital Management increased its Microchip Technology (MCHP) stake by 141% in Q1 2026, buying an estimated $9.35M and bringing the position to 222,000 shares worth $14.3M. The position accounts for 2.38% of the portfolio, ranked #6.

Intrinsic Edge Capital Management first reported a position in MCHP in Q2 2024 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Intrinsic Edge Capital Management held 222,000 shares of Microchip Technology worth $14.3M as of Q1 2026.
Intrinsic Edge Capital Management bought 130,000 Microchip Technology shares in Q1 2026, an estimated $9.35M.
Microchip Technology made up 2.38% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #6 holding.
Intrinsic Edge Capital Management first reported a position in Microchip Technology in Q2 2024 and has held it in 5 quarters since.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.