TCM
MRVL icon

Thoma Capital Management’s Marvell Technology MRVL Stock Holding History

Thoma Capital Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Sell
8,001
-710
-8% -$142K 1.27% 9
2026
Q1 		$863K Buy
8,711
+114
+1% +$9.57K 0.51% 29
2025
Q4 		$731K Sell
8,597
-520
-6% -$45.5K 0.42% 38
2025
Q3 		$766K Buy
9,117
+378
+4% +$27.8K 0.44% 35
2025
Q2 		$676K Buy
8,739
+590
+7% +$36.8K 0.43% 39
2025
Q1 		$502K Buy
8,149
+155
+2% +$15K 0.35% 45
2024
Q4 		$883K Buy
+7,994
New +$742K 0.6% 23

Other funds holding MRVL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Thoma Capital Management's MRVL Position: Q2 2026 in Review

Thoma Capital Management reduced its Marvell Technology (MRVL) stake by 8.2% in Q2 2026, selling an estimated $142K and leaving 8,001 shares worth $2.38M. The position accounts for 1.27% of the portfolio, ranked #9.

Thoma Capital Management first reported a position in MRVL in Q4 2024 and has held it in 7 quarters since. 648 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Thoma Capital Management held 8,001 shares of Marvell Technology worth $2.38M as of Q2 2026.
  • Thoma Capital Management sold 710 Marvell Technology shares in Q2 2026, an estimated $142K.
  • Marvell Technology made up 1.27% of Thoma Capital Management's portfolio in Q2 2026, its #9 holding.
  • Thoma Capital Management first reported a position in Marvell Technology in Q4 2024 and has held it in 7 quarters since.
  • 648 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.