TwinBeech Capital’s Microchip Technology MCHP Stock Holding History

TwinBeech Capital’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
2025 Q2	–	Sell	-37,665	Closed	-$1.82M	–	862
2025 Q1	$1.82M	Sell	37,665 -238,723	-86%	-$13.3M	0.03%	408
2024 Q4	$15.9M	Buy	+276,388	New	+$19M	0.27%	117
2024 Q3	–	Sell	-245,167	Closed	-$22.4M	–	797
2024 Q2	$22.4M	Buy	+245,167	New	+$22.4M	0.44%	78
2024 Q1	–	Sell	-77,246	Closed	-$6.97M	–	748
2023 Q4	$6.97M	Buy	+77,246	New	+$6.29M	0.11%	221
2023 Q1	–	Sell	-281,026	Closed	-$19.7M	–	779
2022 Q4	$19.7M	Buy	+281,026	New	+$19.4M	0.38%	69
2021 Q3	–	Sell	-117,608	Closed	-$8.8M	–	688
2021 Q2	$8.8M	Buy	+117,608	New	+$8.96M	1.07%	9
2021 Q1	–	Sell	-97,492	Closed	-$6.73M	–	573
2020 Q4	$6.73M	Buy	+97,492	New	+$6.07M	1.09%	9

Other funds holding MCHP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

TwinBeech Capital's MCHP Position: Q2 2025 in Review

TwinBeech Capital sold out of Microchip Technology (MCHP) in Q2 2025, closing a stake of 37,665 shares — an estimated $1.82M sold.

TwinBeech Capital first reported a position in MCHP in Q4 2020 and held it in 7 quarters. The position peaked at $22.4M in Q2 2024. 1,117 funds tracked by Wall St. Rank hold MCHP as of Q2 2025.

TwinBeech Capital reported no remaining Microchip Technology position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 37,665 Microchip Technology shares in Q2 2025, an estimated $1.82M.
TwinBeech Capital first reported a position in Microchip Technology in Q4 2020 and held it in 7 quarters.
TwinBeech Capital's Microchip Technology position peaked at $22.4M in Q2 2024.
1,117 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.