Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2025   Q2 0 0.00 Sell 100.00% 0.02 $34.13–71.85 · VW $53.06i SEC
2025   Q1 28,200 0.02 Reduce 27.41% <0.01 $47.44–65.34 · VW $55.60i $1,365,162 SEC
2024   Q4 38,850 0.02 Reduce 17.08% <0.01 $55.27–80.33 · VW $67.39i $2,228,048 SEC
2024   Q3 46,850 0.03 Reduce 5.22% <0.01 $71.77–96.98 · VW $82.89i $3,761,587 SEC
2024   Q2 49,430 0.04 Reduce 10.26% <0.01 $80.90–100.57 · VW $92.43i $4,522,845 SEC
2024   Q1 55,080 0.04 Reduce 24.38% 0.01 $79.94–94.19 · VW $86.48i $4,941,227 SEC
2023   Q4 72,840 0.05 $90.18 $6,568,711 SEC
2023   Q3 72,840 0.04 Reduce 3.29% <0.01 $75.24–94.30 · VW $85.21i $5,685,162 SEC
2023   Q2 75,320 0.05 Reduce 15.66% <0.01 $70.30–90.05 · VW $78.72i $6,747,919 SEC
2023   Q1 89,300 0.06 Reduce 2.51% <0.01 $68.41–87.76 · VW $80.00i $7,392,254 SEC
2022   Q4 91,600 0.05 Reduce 21.10% 0.01 $54.77–80.50 · VW $68.69i $6,434,900 SEC
2022   Q3 116,100 0.06 $61.03 $7,086,000 SEC
2022   Q2 116,100 0.06 $58.08 $6,743,000 SEC
2022   Q1 116,100 0.07 Add 38.94% 0.02 $64.26–88.97 · VW $74.28i $8,724,000 SEC
2021   Q4 83,560 0.05 $87.06 $7,275,000 SEC
2021   Q3 83,560 0.05 Add 26.19% 0.01 $64.53–83.07 · VW $75.26i $6,413,000 SEC
2021   Q2 66,220 0.04 Add 43.27% 0.01 $69.27–82.24 · VW $76.04i $4,958,000 SEC
2021   Q1 46,220 0.03 Add 4.19% <0.01 $66.27–83.33 · VW $74.12i $3,587,000 SEC
2020   Q4 44,360 0.03 Add 120.92% 0.02 $51.17–72.67 · VW $62.40i $3,063,000 SEC
2020   Q3 20,080 0.01 Buy 0.01 $47.76–57.56 · VW $52.40i $1,032,000 SEC
Price snapshot:
Current price$84.23
52-week low$47.57
52-week high$105.38