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Microchip Technology Incorporated

MCHP Technology
$84.64 $-4.05 (-4.57%)
Market Cap: $45.88 B
Gurus Holding
9
Popularity Rank
#552
% of Shares Held
0.77%
Net Activity (Q1 2026)
+$143.67 M

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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $354.52 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $143.67 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 426.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 97.7%.

Key Holders

Top 5 by Value

$150.15 M
$82.4 M
$5.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$221.2 M
Total Buy Value
New Buys 1
Additions 5
-$77.53 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Microchip Technology Incorporated (MCHP)

Major holders include Steven Cohen ($150.15 M), Cliff Asness ($82.4 M), Ronald Muhlenkamp ($13.11 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.19 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $143.67 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MCHP. The total reported sell value was $77.53 M.

Yes, 1 managers opened new positions in MCHP, and 5 increased their existing holdings. The total reported buy value was $221.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% New Buy 2,323,949 $150.15 M Q1 2026
0.04% Add 397.1% 1,314,663 $82.4 M Q1 2026
3.45% 202,985 $13.11 M Q1 2026
0.02% Add 9.3% 151,836 $9.81 M Q1 2026
0.02% Add 6.0% 79,840 $5.16 M Q1 2026
0.02% Add 426.9% 53,980 $3.49 M Q1 2026
0.01% Add 212.5% 28,941 $1.87 M Q1 2026
0.00% Reduce -97.7% 28,356 $1.83 M Q1 2026
0.00% Reduce -57.0% 3,979 $257,131 Q1 2026
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SEC Form