John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Microchip Technology Inc. (MCHP)
← All MCHP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,129,716 0.22 Reduce 0.93% <0.01 $59.31–83.35 · VW $72.14i $396,040,951 SEC
2025   Q4 6,187,474 0.21 Reduce 0.39% <0.01 $48.52–69.56 · VW $60.29i $394,265,843 SEC
2025   Q3 6,211,864 0.22 Reduce 2.02% <0.01 $60.84–77.20 · VW $66.90i $398,925,906 SEC
2025   Q2 6,339,800 0.25 Add 958.45% 0.23 $34.13–71.85 · VW $53.06i $446,131,726 SEC
2025   Q1 598,973 0.02 Reduce 1.62% <0.01 $47.44–65.34 · VW $55.60i $28,996,283 SEC
2024   Q4 608,865 0.02 Reduce 1.47% <0.01 $55.27–80.33 · VW $67.39i $34,918,408 SEC
2024   Q3 617,926 0.03 Reduce 0.65% <0.01 $71.77–96.98 · VW $82.89i $49,613,279 SEC
2024   Q2 621,961 0.03 Reduce 92.84% 0.42 $80.90–100.57 · VW $92.43i $56,909,432 SEC
2024   Q1 8,688,028 0.45 Reduce 47.18% 0.44 $79.94–94.19 · VW $86.48i $779,402,992 SEC
2023   Q4 16,449,259 0.94 Reduce 4.94% 0.04 $68.75–94.14 · VW $80.45i $1,483,394,177 SEC
2023   Q3 17,303,884 0.91 Reduce 20.46% 0.27 $75.24–94.30 · VW $85.21i $1,350,568,146 SEC
2023   Q2 21,755,868 1.31 Reduce 4.99% 0.07 $70.30–90.05 · VW $78.72i $1,949,108,214 SEC
2023   Q1 22,899,386 1.31 Reduce 2.01% 0.02 $68.41–87.76 · VW $80.00i $1,918,510,559 SEC
2022   Q4 23,368,666 1.13 Reduce 24.87% 0.36 $54.77–80.50 · VW $68.69i $1,641,648,786 SEC
2022   Q3 31,103,061 1.44 Reduce 3.49% 0.05 $54.33–74.79 · VW $65.25i $1,898,220,000 SEC
2022   Q2 32,228,436 1.30 Add 1.74% 0.02 $56.24–75.99 · VW $66.87i $1,871,828,000 SEC
2022   Q1 31,677,344 1.45 Add 7.24% 0.10 $64.26–88.97 · VW $74.28i $2,380,236,000 SEC
2021   Q4 29,539,169 1.60 Reduce 6.35% 0.10 $69.86–90.00 · VW $80.97i $2,571,680,000 SEC
2021   Q3 31,541,794 1.58 Add 8.35% 0.12 $64.53–83.07 · VW $75.26i $2,420,675,000 SEC
2021   Q2 29,110,824 1.43 Reduce 3.32% 0.06 $69.27–82.24 · VW $76.04i $2,179,527,000 SEC
2021   Q1 30,111,424 1.68 Reduce 17.65% 0.35 $66.27–83.33 · VW $74.12i $2,336,948,000 SEC
2020   Q4 36,562,968 2.00 Reduce 11.90% 0.23 $51.17–72.67 · VW $62.40i $2,524,856,000 SEC
2020   Q3 41,503,826 1.96 Reduce 17.03% 0.41 $47.76–57.56 · VW $52.40i $2,132,467,000 SEC
2020   Q2 50,021,258 2.43 Reduce 11.78% 0.25 $30.81–56.64 · VW $46.10i $2,633,869,000 SEC
2020   Q1 56,702,794 2.09 Add 13.24% 0.24 $26.58–56.24 · VW $42.54i $1,922,225,000 SEC
2019   Q4 50,072,292 2.01 Reduce 1.63% 0.03 $44.54–53.08 · VW $48.29i $2,621,785,000 SEC
2019   Q3 50,899,692 1.95 Add 0.83% 0.02 $41.29–50.03 · VW $45.43i $2,364,545,000 SEC
2019   Q2 50,480,242 1.78 Add 35.09% 0.46 $38.83–50.67 · VW $44.37i $2,188,318,000 SEC
2019   Q1 37,368,966 1.28 Reduce 1.03% 0.01 $33.08–45.91 · VW $40.93i $1,550,065,000 SEC
2018   Q4 37,759,166 1.25 Add 79.98% 0.56 $30.35–40.31 · VW $35.32i $1,357,820,000 SEC
2018   Q3 20,980,202 0.64 Buy 0.64 $38.94–49.13 · VW $43.31i $827,774,000 SEC
Price snapshot:
Current price$84.23
Avg. buy price$67.89
+/- since buy24.06%
52-week low$47.57
52-week high$105.38