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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.25 B.
Top institutional holders include Paul Tudor Jones and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $184.62 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 832.1%. Conversely, Mark Hillman reduced exposure by 89.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.17% | New Buy | 51,331,706 | $102.47 M | Q3 2025 | |
| 0.11% | New Buy | 1,309,556 | $84.1 M | Q3 2025 | |
| 0.01% | Add 832.1% | 352,212 | $22.62 M | Q3 2025 | |
| 3.52% | Add 0.1% | 201,753 | $12.96 M | Q3 2025 | |
| 0.04% | Reduce -10.6% | 152,448 | $9.79 M | Q3 2025 | |
| 0.04% | Reduce -56.1% | 86,147 | $5.53 M | Q3 2025 | |
| 0.02% | New Buy | 60,200 | $3.87 M | Q3 2025 | |
| 0.20% | Reduce -89.0% | 5,450 | $349,999 | Q3 2025 | |
| 0.00% | Add 30.4% | 5,189 | $333,267 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Microchip Technology Incorporated (MCHP)
Major holders include Paul Tudor Jones ($102.47 M), Renaissance Technologies ($84.1 M), Cliff Asness ($22.62 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 53.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $184.62 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MCHP. The total reported sell value was $26.1 M.
Yes, 3 managers opened new positions in MCHP, and 3 increased their existing holdings. The total reported buy value was $210.72 M.