Marvell Technology, Inc. (MRVL) — Position Hub · Vaapad Capital

MRVL

Technology

Marvell Technology, Inc.

Position closedPosition fully closed — last exit 05. Juni 26.· held 1 day

A retrospective, descriptive note on holding status — not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).

Current positionSubscribers

No current live-book snapshot for MRVL in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When MRVL is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

Price history & my trades

Arrows mark the founder's own executed buys (up) and sells (down) — aggregated per day, volume-weighted price.

The thesis

No public thesis published for MRVL yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging MRVL goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Why it moved today

MRVL rose +12.81% versus its prior close (last 218.59 vs prior close 193.775) (as of 2026-08-05 05:35 UTC). The market was pre at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

MRVL gives the book Technology exposure — see how that sits in the overall sector mix.
MRVL has 5 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.

Risks

MRVL is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.
Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.

Position scorecard

63avg / 100

Track record

Fundamentals

Valuation multiples

Market cap: $196.19B
Enterprise value: $170.95B
P / E (TTM)Price to trailing earnings: 72.86x
P / E (fwd)Price to forward earnings: 35.03x
P / BPrice to book value: 10.51x
P / S (TTM)Price to trailing sales: 22.51x

Conviction history

Building05. Juni 26
Entered — building position
200 @ 274.19 USD
Building05. Juni 26
Entered — building short position
200 @ 276.02 USD
Building05. Juni 26
Entered — building position
280 @ 277.54 USD

Position history

26 fillsNet 0 unitsBought 1,600Sold 1,60004. Juni 26 → 05. Juni 26

Date	Action	Qty	Price	Value	Running net
05. Juni 26	BUY	200	274.19 USD	54,838 USD	0
05. Juni 26	SELL	200	276.02 USD	55,204 USD	-200
05. Juni 26	BUY	280

MRVL on the Call Ledger

Closed	Dir	Entry → Exit	Hold	Return
05. Juni 26	SHORT	276.02 → 274.19 USD	0d	+0,66%
05. Juni 26	SHORT	279.01 → 277.54 USD	0d	+0,53%
05. Juni 26	SHORT	279.9 → 279.487 USD	0d	+0,15%
05. Juni 26	LONG	3.904 → 7.35 USD	0d	+88,27%
05. Juni 26	SHORT	298.91 → 304.948 USD

Field notes mentioning MRVL

No field notes mention MRVL yet.

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.