Oriental Harbor Investment Master Fund 13F: Exits MRVL Stake

Oriental Harbor Investment Master Fund closed out its entire stake in Marvell Technology, Inc. MRVL, parting with 439,119 shares during the period. The exit was revealed in a Form 13F filing with the SEC on October 22, 2026. The fund held 439,119 shares before the complete liquidation, leaving it with zero shares.

MRVL Marvell Technology, Inc.

$221.31 ▲ +147.99% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Oriental Harbor Investment Master Fund's Marvell Technology, Inc. Position

The fund completely exited its investment in the semiconductor developer, bringing its share count down to zero after previously holding 439,119 shares. Because this transaction represents a total liquidation of the stake, the position was fully closed out during the quarter.

Other Institutional Activity in Marvell Technology, Inc.

Other institutional investors adjusted their holdings around the same time. Midwest Trust grew its holdings by 52,770 shares, ending with 54,334 shares worth about $14,355,586. Sumitomo Mitsui DS Asset Management Company added 12,648 shares for a 7.6% increase, finishing with 179,783 shares valued at roughly $47,500,466.

Marvell Technology, Inc. Stock Down 7.0%

Marvell Technology, Inc. MRVL recently traded around $223.55 as of October 23, 2026. The stock closed at $223.47 on the day of the filing. Shares sit 32.2% below their 52-week high of $329.88 and well above their 52-week low of $70.69.

Recent Earnings

The company reported trailing twelve-month revenue of $9,450,300,416 alongside earnings of $3.04 per share. Its net profit margin stands at 27.9%, and return on equity reaches 16.5%. The next earnings report is scheduled for December 1, 2026.

Dividend

Marvell pays an annual dividend rate of $0.24 per share, giving it a dividend yield of 0.1% with a payout ratio of 7.9%.

Insider Buying and Selling at Marvell Technology, Inc.

Company insiders completed several transactions in the months leading up to the filing. On September 1, 2026, President Christopher R Koopmans sold 10,000 shares at $203.27 for a total of $2,032,700. CEO Matthew Joseph Murphy sold 7,500 shares at $223.39 on September 15, 2026, totaling $1,675,425. Later, on October 15, 2026, Chairman and CEO Matthew J Murphy sold 7,500 shares under a planned trading program at $235.47, bringing in $1,766,025. Finally, Data Center Group President Sandepend Bharathi sold 3,685 shares at $234.97 on October 16, 2026, valued at $865,864.45 under a pre-arranged plan.

Analysts Set New Price Targets

Wall Street analysts remain broadly positive on the semiconductor firm. UBS maintained a Buy rating and lifted its target to $350.00 on October 7, 2026. Jefferies kept a Buy rating while raising its target to $450.00 on the same day. JP Morgan maintained an Overweight rating with a $360.00 target, Wells Fargo kept an Overweight rating with a $365.00 target, and Wolfe Research held an Outperform rating with a $375.00 target. The stock carries a consensus strong buy rating from 44 analysts, with a mean price target of $341.63.

About Marvell Technology, Inc.

Marvell Technology, Inc. MRVL designs and builds data infrastructure semiconductor solutions that move data efficiently across core networks and data centers. Headquartered in Wilmington, Delaware, the company develops system-on-a-chip architectures that combine analog, mixed-signal, and digital signal processing technologies for customers worldwide.

Bottom Line

Oriental Harbor's complete exit removes a notable holder from the registry, though other institutional funds continue to take positions. Investors will be watching the upcoming earnings release on December 1, 2026, for updates on demand across the company's data infrastructure portfolio.