← Top Holdings

MCHPPMicrochip Technology, Inc.

CUSIP: 595017104

4

Guru Owners

$530.7M

Total Value Held

5.8M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$377.0M$753.9M$1.13B$1.51BQ3 '23Q1 '24Q3 '24Q1 '25Q3 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '264 owners · $530.7M
REDUCEDDodge & Cox$504.6M
REDUCEDRay Dalio$25.2M
NEWLee Ainslie$657K
NEWChristopher Bloomstran$221K
Q1 '262 owners · $397.9M
REDUCEDDodge & Cox$396.0M
REDUCEDRay Dalio$1.9M
SOLDHillman Value Fund
Q4 '253 owners · $395.3M
REDUCEDDodge & Cox$394.3M
NEWRay Dalio$590K
INCREASEDHillman Value Fund$423K
Q3 '252 owners · $399.3M
REDUCEDDodge & Cox$398.9M
INCREASEDHillman Value Fund$350K
Q2 '252 owners · $449.6M
INCREASEDDodge & Cox$446.1M
REDUCEDHillman Value Fund$3.5M
SOLDJensen Investment Management
Q1 '253 owners · $34.1M
REDUCEDDodge & Cox$29.0M
NEWHillman Value Fund$3.7M
NEWJensen Investment Management$1.4M