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 Q2	$18.9M	Sell	207,000 -15,000	-7%	-$1.34M	1.95%	6
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 $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

Intrinsic Edge Capital Management's MCHP Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its Microchip Technology (MCHP) stake by 6.8% in Q2 2026, selling an estimated $1.34M and leaving 207,000 shares worth $18.9M. The position accounts for 1.95% of the portfolio, ranked #6.

Intrinsic Edge Capital Management first reported a position in MCHP in Q2 2024 and has held it in 6 quarters since. 1,284 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

Intrinsic Edge Capital Management held 207,000 shares of Microchip Technology worth $18.9M as of Q2 2026.
Intrinsic Edge Capital Management sold 15,000 Microchip Technology shares in Q2 2026, an estimated $1.34M.
Microchip Technology made up 1.95% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #6 holding.
Intrinsic Edge Capital Management first reported a position in Microchip Technology in Q2 2024 and has held it in 6 quarters since.
1,284 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.