Telemark Asset Management’s Microchip Technology MCHP Stock Holding History

Telemark Asset 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 Q1	–	Sell	-350,000	Closed	-$22.3M	–	59
2025 Q4	$22.3M	Buy	350,000 +50,000	+17%	+$3.08M	2.23%	11
2025 Q3	$19.3M	Buy	300,000 +100,000	+50%	+$6.78M	1.83%	24
2025 Q2	$14.1M	Buy	+200,000	New	+$11M	1.28%	25
2024 Q3	–	Sell	-100,000	Closed	-$9.15M	–	65
2024 Q2	$9.15M	Buy	+100,000	New	+$9.15M	0.8%	46
2021 Q1	–	Sell	-180,000	Closed	-$12.4M	–	71
2020 Q4	$12.4M	Buy	180,000 +100,000	+125%	+$6.23M	1.29%	32
2020 Q3	$4.11M	Hold	80,000	–	–	0.5%	53
2020 Q2	$4.21M	Buy	+80,000	New	+$3.6M	0.67%	44

Other funds holding MCHP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Telemark Asset Management's MCHP Position: Q1 2026 in Review

Telemark Asset Management sold out of Microchip Technology (MCHP) in Q1 2026, closing a stake of 350,000 shares — an estimated $22.3M sold.

Telemark Asset Management first reported a position in MCHP in Q2 2020 and held it in 7 quarters. The position peaked at $22.3M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Telemark Asset Management reported no remaining Microchip Technology position as of Q1 2026 after selling out during the quarter.
Telemark Asset Management sold 350,000 Microchip Technology shares in Q1 2026, an estimated $22.3M.
Telemark Asset Management first reported a position in Microchip Technology in Q2 2020 and held it in 7 quarters.
Telemark Asset Management's Microchip Technology position peaked at $22.3M in Q4 2025.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.