John Overdeck’s Microchip Technology MCHP Stock Holding History

John Overdeck’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	$565K	Buy	+6,200	New	+$553K	﹤0.01%	4067
2022 Q1	–	Sell	-3,000	Closed	-$261K	–	3655
2021 Q4	$261K	Buy	+3,000	New	+$243K	﹤0.01%	3742
2021 Q3	–	Sell	-28,400	Closed	-$2.13M	–	4512
2021 Q2	$2.13M	Buy	28,400 +18,400	+184%	+$1.4M	﹤0.01%	1818
2021 Q1	$776K	Buy	+10,000	New	+$746K	﹤0.01%	2542
2020 Q4	–	Sell	-22,000	Closed	-$1.13M	–	3582
2020 Q3	$1.13M	Buy	22,000 +18,000	+450%	+$937K	﹤0.01%	1672
2020 Q2	$211K	Buy	+4,000	New	+$180K	﹤0.01%	2608
2020 Q1	–	Sell	-9,000	Closed	-$471K	–	3553
2019 Q4	$471K	Sell	9,000 -7,800	-46%	-$377K	﹤0.01%	2845
2019 Q3	$780K	Buy	16,800 +4,800	+40%	+$218K	﹤0.01%	2193
2019 Q2	$520K	Hold	12,000	–	–	﹤0.01%	2469
2019 Q1	$498K	Sell	12,000 -28,000	-70%	-$1.16M	﹤0.01%	2273
2018 Q4	$1.44M	Buy	40,000 +2,800	+8%	+$98.9K	0.01%	1427
2018 Q3	$1.47M	Sell	37,200 -76,600	-67%	-$3.38M	﹤0.01%	1699
2018 Q2	$5.17M	Buy	113,800 +71,800	+171%	+$3.33M	0.02%	996
2018 Q1	$1.92M	Sell	42,000 -22,000	-34%	-$1.01M	0.01%	1554
2017 Q4	$2.81M	Buy	+64,000	New	+$2.89M	0.01%	1247
2016 Q4	–	Sell	-8,000	Closed	-$249K	–	3350
2016 Q3	$249K	Buy	+8,000	New	+$233K	﹤0.01%	2859
2016 Q2	–	Sell	-10,000	Closed	-$241K	–	3084
2016 Q1	$241K	Buy	+10,000	New	+$223K	﹤0.01%	2492

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

John Overdeck's MCHP Position: Q2 2026 in Review

John Overdeck increased its Microchip Technology (MCHP) stake by 85% in Q2 2026, buying an estimated $78.7M and bringing the position to 1,919,271 shares worth $175M. The position accounts for 0.13% of the portfolio, ranked #176.

John Overdeck first reported a position in MCHP in Q2 2013 and has held it in 29 quarters since. 1,277 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

John Overdeck held 1,919,271 shares of Microchip Technology worth $175M as of Q2 2026.
John Overdeck bought 882,946 Microchip Technology shares in Q2 2026, an estimated $78.7M.
Microchip Technology made up 0.13% of John Overdeck's portfolio in Q2 2026, its #176 holding.
John Overdeck first reported a position in Microchip Technology in Q2 2013 and has held it in 29 quarters since.
1,277 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.