Shannon River Fund Management LLC: MARVELL TECHNOLOGY INC (MRVL): Quarterly 13F Position History
As of Q1 2026, Shannon River Fund Management LLC reported 563,573 shares of MARVELL TECHNOLOGY INC (MRVL), worth $55.8M and representing 10.7% of its 13F equity book. Quarter-over-quarter share count change: + 185,889 (+49.2%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 563,573Shares Held (Latest Filing)
- $55.8MReported Market Value (Latest Filing)
- 10.7%Portfolio Weight (% of 13F Equity Book)
- +185,889Quarter-over-Quarter Share Change
- +$23.7MQuarter-over-Quarter Value Change
- 710,174Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 563,573 | +185,889 | +49.2% | $55.8M | 10.7% | $99.0 |
| Q4 2025 | 377,684 | 45,960 | -10.8% | $32.1M | 5.0% | $85.0 |
| Q3 2025 | 423,644 | 286,530 | -40.3% | $35.6M | 5.7% | $84.1 |
| Q2 2025 | 710,174 | +379,129 | +114.5% | $55.0M | 8.5% | $77.4 |
| Q1 2025 | 331,045 | 321,162 | -49.2% | $20.4M | 5.3% | $61.6 |
| Q4 2024 | 652,207 | 44,597 | -6.4% | $72.0M | 12.7% | $110.5 |
| Q3 2024 | 696,804 | +50,792 | +7.9% | $50.3M | 7.6% | $72.1 |
| Q2 2024 | 646,012 | +646,012 | — | $45.2M | 7.8% | $69.9 |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 228,700 | -100.0% | $0 | 0.0% | — |
| Q3 2023 | 228,700 | — | — | $12.4M | 3.6% | $54.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Shannon River Fund Management LLC first disclose a MRVL position in 13F-HR filings?
Shannon River Fund Management LLC first reported MARVELL TECHNOLOGY INC (MRVL) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Shannon River Fund Management LLC's most recent quarter-over-quarter share-count change in MRVL?
Between Q4 2025 and Q1 2026, Shannon River Fund Management LLC added 185,889 shares of MRVL (+49.2%), bringing the total reported position to 563,573 shares at a market value of $55.8M.
Does the implied price-per-share represent Shannon River Fund Management LLC's cost basis in MRVL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.