Lee Ainslie’s Microchip Technology MCHP Stock Holding History

Lee Ainslie’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	$657K	Buy	+7,205	New	+$643K	0.01%	147
2024 Q2	–	Sell	-10,748	Closed	-$964K	–	391
2024 Q1	$964K	Sell	10,748 -1,385	-11%	-$119K	0.02%	129
2023 Q4	$1.09M	Buy	+12,133	New	+$988K	0.02%	120
2021 Q4	–	Sell	-2,552	Closed	-$196K	–	510
2021 Q3	$196K	Sell	2,552 -6,846	-73%	-$513K	﹤0.01%	534
2021 Q2	$704K	Buy	+9,398	New	+$716K	0.01%	353
2021 Q1	–	Sell	-4,144	Closed	-$286K	–	803
2020 Q4	$286K	Buy	+4,144	New	+$258K	﹤0.01%	464
2020 Q3	–	Sell	-10,986	Closed	-$578K	–	652
2020 Q2	$578K	Buy	+10,986	New	+$494K	0.01%	425
2019 Q4	–	Sell	-96,792	Closed	-$4.5M	–	392
2019 Q3	$4.5M	Buy	+96,792	New	+$4.39M	0.07%	182

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

Lee Ainslie's MCHP Position: Q2 2026 in Review

Lee Ainslie opened a new position in Microchip Technology (MCHP) in Q2 2026: 7,205 shares worth $657K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in MCHP as recently as Q1 2024.

Lee Ainslie first reported a position in MCHP in Q3 2019 and has held it in 8 quarters since. The position peaked at $4.5M in Q3 2019. 1,277 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

Lee Ainslie held 7,205 shares of Microchip Technology worth $657K as of Q2 2026.
Microchip Technology was a new Lee Ainslie position in Q2 2026.
Microchip Technology made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #147 holding.
Lee Ainslie first reported a position in Microchip Technology in Q3 2019 and has held it in 8 quarters since.
Lee Ainslie's Microchip Technology position peaked at $4.5M in Q3 2019.
1,277 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

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