MRVL

Marvell Technology, Inc.

Technology · Semiconductors · WILMINGTON, DE · CIK 0001835632

The business

Marvell Technology, Inc. (NASDAQ: MRVL) is a leading supplier of data infrastructure semiconductor solutions that span from the data center core to the network edge. The company operates as a fabless semiconductor designer, leveraging core strengths in developing and scaling complex System-on-a-Chip architectures that integrate analog, mixed-signal, and digital signal processing functionality. Marvell's website is www.marvell.com.

The company serves two primary end markets: data center and communications and other. In fiscal 2026, data center represented 74 percent of total revenue at $6.1 billion, while communications and other accounted for 26 percent at $2.1 billion, reflecting Marvell's strategic pivot toward high-growth AI and cloud infrastructure markets. The data center segment encompasses cloud and on-premise AI systems, ethernet switching, network-attached storage, servers, storage systems, and data center interconnect solutions. The communications and other segment includes enterprise networking, carrier infrastructure, consumer products, and industrial applications.

Marvell's product portfolio encompasses custom application-specific integrated circuits, interconnects, ethernet solutions, fibre channel adapters, processors, storage controllers, and emerging scale-up switches for AI datacenters. The company recently expanded its interconnect capabilities through the acquisition of Celestial AI, adding Photonic Fabric technology, and extended its switching portfolio through the acquisition of XConn Technologies, adding PCIe and CXL switching solutions. In August 2025, Marvell completed the divestiture of its automotive ethernet business to Infineon Technologies for $2.5 billion.

As of January 31, 2026, Marvell employed 7,480 people distributed across three geographic regions: 49 percent in the Americas, 42 percent in Asia-Pacific including India, and 9 percent in Europe, Middle East, and Africa. The company maintains operations in multiple countries including Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, and Vietnam. Marvell holds over 10,000 issued patents and pending patent applications covering various aspects of its technology, with patent expirations ranging from 2026 to 2046. The company's competitive advantages include its advanced intellectual property portfolio, system-level expertise, and innovative security firmware that enable differentiated solutions for data infrastructure applications.

Ownership

Who holds Marvell Technology, Inc. — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

712
funds hold it
0 of 36
superinvestors hold it
$29.01B
fund-held value
8
bond issues held by funds

Top fund holders

Fund% of fundValue
Select Semiconductors Portfolio
FSELX · Fidelity Select Portfolios
8.65%$2.83B
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.14%$2.75B
Invesco QQQ Trust, Series 1
QQQ
0.49%$1.82B
Fidelity Blue Chip Growth Fund
FBGRX · Fidelity Securities Fund
1.58%$1.41B
Select Technology Portfolio
FSPTX · Fidelity Select Portfolios
4.70%$1.29B

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of Marvell Technology, Inc.'s financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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