TAM
Telemark Asset Management’s Microchip Technology MCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
+200,000
| New | +$14.1M | 1.28% | 24 |
|
|
2024
Q3 | – | Sell |
-100,000
| Closed | -$9.15M | – | 65 |
|
|
2024
Q2 | $9.15M | Buy |
+100,000
| New | +$9.15M | 0.8% | 45 |
|
|
2021
Q1 | – | Sell |
-90,000
| Closed | -$12.4M | – | 71 |
|
|
2020
Q4 | $12.4M | Buy |
90,000
+50,000
| +125% | +$6.91M | 1.29% | 32 |
|
|
2020
Q3 | $4.11M | Hold |
40,000
| – | – | 0.5% | 53 |
|
|
2020
Q2 | $4.21M | Buy |
+40,000
| New | +$4.21M | 0.67% | 44 |
|