SEC 13F Intelligence

Morgens Waterfall Vintiadis & Co Inc / MCHP

Morgens Waterfall Vintiadis & Co Inc’s Microchip Technology Inc. Position

Does Morgens Waterfall Vintiadis & Co Inc own Microchip Technology Inc. (MCHP)? Not currently — the last reported position was 39.2K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2022
Shares
39.2K
% of Portfolio
+2.39%
Quarters Held
3
position exited

Position History MCHP

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q3 ’22: $1MQ3 ’22Q4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202239.2K$3M+2.39%
Q3 202217.2K$1M+1.15%
Q1 202127.6K$4M+2.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Morgens Waterfall Vintiadis & Co Inc’s full portfolio or all institutional holders of MCHP.