Polymer Capital Management’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3M Sell
32,882
-58,303
-64% -$5.2M 0.4% 46
2026
Q1
$5.89M Sell
91,185
-33,201
-27% -$2.39M 0.6% 30
2025
Q4
$7.93M Buy
124,386
+39,812
+47% +$2.46M 0.83% 12
2025
Q3
$5.43M Buy
+84,574
New +$5.73M 0.58% 32

Other funds holding MCHP

Polymer Capital Management's MCHP Position: Q2 2026 in Review

Polymer Capital Management reduced its Microchip Technology (MCHP) stake by 64% in Q2 2026, selling an estimated $5.2M and leaving 32,882 shares worth $3M. The position accounts for 0.4% of the portfolio, ranked #46.

Polymer Capital Management first reported a position in MCHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.93M in Q4 2025. 1,284 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

  • Polymer Capital Management held 32,882 shares of Microchip Technology worth $3M as of Q2 2026.
  • Polymer Capital Management sold 58,303 Microchip Technology shares in Q2 2026, an estimated $5.2M.
  • Microchip Technology made up 0.4% of Polymer Capital Management's portfolio in Q2 2026, its #46 holding.
  • Polymer Capital Management first reported a position in Microchip Technology in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Microchip Technology position peaked at $7.93M in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

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