Guru Ownership Trend
Guru Analysis for Microchip Technology Incorporated (MCHP)
Microchip Technology Incorporated (MCHP), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $339.29 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.37% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $83.2 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 78.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Microchip Technology Incorporated (MCHP)
Major holders include Cliff Asness ($199.22 M), Renaissance Technologies (RenTech) ($95.39 M), Ray Dalio ($25.16 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $83.2 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited MCHP. The total reported sell value was $163.87 M.
Yes, 4 managers opened new positions in MCHP, and 5 increased their existing holdings. The total reported buy value was $247.08 M.
