MCHP position history
The shares of Microchip Technology (MCHP) that MUHLENKAMP & CO INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 94,911 shares, $15M, 5.6% of portfolio
- 2021 Q4: 167,222 shares, $15M, 5.1% of portfolio, Add +76.2%
- 2022 Q1: 112,275 shares, $8.4M, 2.9% of portfolio, Reduce −32.9%
- 2022 Q2: 111,873 shares, $6.5M, 3.0% of portfolio, Reduce −0.4%
- 2022 Q3: 112,136 shares, $6.8M, 3.1% of portfolio, Add +0.2%
- 2022 Q4: 112,024 shares, $7.9M, 3.3% of portfolio, Reduce −0.1%
- 2023 Q2: 111,744 shares, $10M, 3.5% of portfolio, Reduce −0.2%
- 2023 Q3: 111,635 shares, $8.7M, 3.0% of portfolio, Reduce −0.1%
- 2023 Q4: 111,635 shares, $10M, 3.3% of portfolio
- 2024 Q1: 116,779 shares, $10M, 3.0% of portfolio, Add +4.6%
- 2024 Q2: 117,189 shares, $11M, 3.3% of portfolio, Add +0.4%
- 2024 Q3: 117,405 shares, $9.4M, 2.9% of portfolio, Add +0.2%
- 2024 Q4: 117,892 shares, $6.8M, 2.1% of portfolio, Add +0.4%
- 2025 Q1: 111,060 shares, $5.4M, 1.8% of portfolio, Reduce −5.8%
- 2025 Q2: 201,491 shares, $14M, 4.4% of portfolio, Add +81.4%
- 2025 Q3: 201,753 shares, $13M, 3.5% of portfolio, Add +0.1%
- 2025 Q4: 202,985 shares, $13M, 3.5% of portfolio, Add +0.6%
- 2026 Q1: 202,985 shares, $13M, 3.5% of portfolio
- 2026 Q2: 203,139 shares, $19M, 5.4% of portfolio, Add +0.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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