SEC 13F Intelligence

Mar Vista Investment Partners LLC / MCHP

Mar Vista Investment Partners LLC’s Microchip Technology Inc. Position

Does Mar Vista Investment Partners LLC own Microchip Technology Inc. (MCHP)? Not currently — the last reported position was 308.3K shares worth $25M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q3 2024
Shares
308.3K
% of Portfolio
+1.58%
Quarters Held
24
position exited

Position History MCHP

Reported value by quarter
Q4 ’18: $113MQ4 ’18Q1 ’19: $142MQ2 ’19: $95MQ3 ’19: $107MQ3 ’19Q4 ’19: $112MQ1 ’20: $70MQ2 ’20: $103MQ2 ’20Q3 ’20: $138MQ4 ’20: $174MQ1 ’21: $203MQ1 ’21Q2 ’21: $150MQ3 ’21: $147MQ4 ’21: $134MQ4 ’21Q1 ’22: $148MQ2 ’22: $102MQ3 ’22: $108MQ3 ’22Q4 ’22: $115MQ1 ’23: $92MQ2 ’23: $94MQ2 ’23Q3 ’23: $70MQ4 ’23: $77MQ1 ’24: $74MQ1 ’24Q2 ’24: $45MQ3 ’24: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024308.3K$25M+1.58%
Q2 2024487.5K$45M+2.19%
Q1 2024828.3K$74M+3.24%
Q4 2023857.5K$77M+3.53%
Q3 2023897.1K$70M+3.35%
Q2 20231.05M$94M+3.95%
Q1 20231.10M$92M+4.10%
Q4 20221.63M$115M+5.14%
Q3 20221.76M$108M+4.80%
Q2 20221.76M$102M+4.20%
Q1 20221.97M$148M+4.65%
Q4 20211.54M$134M+3.63%
Q3 2021957.6K$147M+3.79%
Q2 20211.00M$150M+3.71%
Q1 20211.31M$203M+4.70%
Q4 20201.26M$174M+4.31%
Q3 20201.35M$138M+3.63%
Q2 2020980.2K$103M+2.82%
Q1 20201.03M$70M+2.12%
Q4 20191.07M$112M+2.69%
Q3 20191.15M$107M+2.69%
Q2 20191.10M$95M+2.53%
Q1 20191.72M$142M+3.76%
Q4 20181.57M$113M+3.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of MCHP.