# Microchip Technology (MCHP): value investors who own it

3 value investors held Microchip Technology in their Q3 2026 13F, led by Muhlenkamp & Company, Dodge & Cox, Semper Augustus.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 5.4% | $18.5m | Added +0.1% | 35 |
| Dodge & Cox | 0.3% | $505m | Trimmed -9.7% | 32 |
| Semper Augustus | 0.0% | $221k | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-25 | Bjornholt James Eric | SENIOR CORPORATE VP AND CFO | Sold | 4112 | $310k |
| 2026-08-17 | Bjornholt James Eric | SENIOR CORPORATE VP AND CFO | Sold | 837 | $67k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Muhlenkamp Fund | Muhlenkamp & Company | 4.2% | $10.9m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mchp). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.