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Totem Point Management’s Marvell Technology MRVL Stock Holding History

Totem Point 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 		$7.76M Sell
26,039
-18,708
-42% -$3.75M 4.75% 10
2026
Q1 		$4.43M Buy
+44,747
New +$3.76M 5.66% 9
2025
Q1 		– Sell
-58,052
Closed -$6.41M – 15
2024
Q4 		$6.41M Buy
+58,052
New +$5.39M 6.8% 7
2024
Q3 		– Sell
-30,637
Closed -$2.14M – 19
2024
Q2 		$2.14M Sell
30,637
-13,924
-31% -$976K 3.13% 11
2024
Q1 		$3.16M Buy
44,561
+7,258
+19% +$497K 3.46% 11
2023
Q4 		$2.25M Buy
37,303
+1,816
+5% +$98.1K 2.92% 13
2023
Q3 		$1.92M Buy
+35,487
New +$2.09M 2.73% 14
2023
Q2 		– Sell
-25,946
Closed -$1.12M – 19
2023
Q1 		$1.12M Sell
25,946
-83,960
-76% -$3.54M 1.08% 14
2022
Q4 		$4.07M Buy
109,906
+64,321
+141% +$2.63M 5.52% 8
2022
Q3 		$1.96M Buy
45,585
+42,054
+1,191% +$2.08M 3.37% 10
2022
Q2 		$154K Sell
3,531
-136,204
-97% -$7.72M 0.33% 12
2022
Q1 		$10M Sell
139,735
-19,016
-12% -$1.37M 7.83% 4
2021
Q4 		$13.9M Sell
158,751
-44,243
-22% -$3.3M 9.18% 2
2021
Q3 		$12.2M Sell
202,994
-61,608
-23% -$3.69M 7.97% 4
2021
Q2 		$15.4M Sell
264,602
-176,308
-40% -$8.62M 7.73% 3
2021
Q1 		$21.6M Sell
440,910
-56,939
-11% -$2.79M 9.55% 2
2020
Q4 		$23.7M Sell
497,849
-76,191
-13% -$3.3M 9.81% 3
2020
Q3 		$22.8M Buy
574,040
+377,630
+192% +$13.9M 7.56% 4
2020
Q2 		$6.89M Buy
+196,410
New +$5.75M 2.51% 15

Other funds holding MRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Totem Point Management's MRVL Position: Q2 2026 in Review

Totem Point Management reduced its Marvell Technology (MRVL) stake by 42% in Q2 2026, selling an estimated $3.75M and leaving 26,039 shares worth $7.76M. The position accounts for 4.75% of the portfolio, ranked #10.

Totem Point Management first reported a position in MRVL in Q2 2020 and has held it in 19 quarters since. The position peaked at $23.7M in Q4 2020. 2,217 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Totem Point Management held 26,039 shares of Marvell Technology worth $7.76M as of Q2 2026.
  • Totem Point Management sold 18,708 Marvell Technology shares in Q2 2026, an estimated $3.75M.
  • Marvell Technology made up 4.75% of Totem Point Management's portfolio in Q2 2026, its #10 holding.
  • Totem Point Management first reported a position in Marvell Technology in Q2 2020 and has held it in 19 quarters since.
  • Totem Point Management's Marvell Technology position peaked at $23.7M in Q4 2020.
  • 2,217 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

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