Tema Etfs 13F: New $4.6M Stake in Marvell Technology (MRVL)

Tema Etfs has opened a new position in Marvell Technology, acquiring 17,399 shares worth about $4.6 million. This move was disclosed in a filing on October 16, 2026. The filing shows that this is the first time Tema Etfs has invested in the semiconductor company.

What Changed in Tema Etfs's Marvell Position

Tema Etfs took a new stake in Marvell Technology, Inc. (MRVL), ending with 17,399 shares after this acquisition. This new position adds a fresh layer of investment for the firm in the semiconductor sector, likely reflecting its confidence in Marvell's growth potential.

Other Institutional Activity in Marvell

Several major institutional investors are also actively managing their stakes in Marvell Technology. Blackrock Inc. increased its holdings by 21,796,553 shares, bringing its total to about 85.6 million shares valued at roughly $19.5 billion. Vanguard Capital Management LLC raised its stake by 18,793,876 shares, giving it a total of about 57.9 million shares worth around $13.2 billion. Meanwhile, State Street Corporation added 18,495,766 shares, now holding about 41.8 million shares valued at approximately $9.5 billion, showing strong institutional support in the stock.

Marvell Technology, Inc. Stock Down 7.1%

As of October 16, 2026, Marvell shares are trading around $229.89, which is currently below its 50-day moving average of $240.70, indicating that it has struggled to maintain higher prices recently. The stock is also approximately 30.3% below its 52-week high of $329.88, but above its 52-week low of $70.69. This context adds to the importance of institutional moves in the stock.

Recent Earnings

Marvell reported trailing twelve-month revenue of approximately $9.45 billion and an earnings per share (EPS) of $3.04. The next earnings report is expected on December 1, 2026. Marvell has shown strong performance with a year-over-year revenue growth of 36.5% and a net margin of 27.9%. These figures indicate a healthy business trajectory.

Insider Buying and Selling at Marvell Technology, Inc.

Recent insider trading at Marvell has shown a mix of selling and buying. On June 15 and 16, Sandeep Bharathi, the President of the Data Center Group, sold 2,482 and 2,231 shares at prices of $308.88 and $299.13, respectively. These actions show that while some insiders are selling, others are buying, suggesting varying perspectives on the stock's future.

Analysts Set New Price Targets

On October 7, 2026, several firms maintained their positive outlook on Marvell. UBS, Jefferies, JP Morgan, and Wells Fargo all kept their ratings at Buy or Overweight with price targets ranging from $350 to $450. The average target price among analysts stands at about $339.36, reflecting strong confidence in the company's growth.

About Marvell Technology

Marvell Technology, Inc. is a leading provider of semiconductor solutions for data infrastructure. The company develops and integrates technologies that span data centers to network edges, serving customers across the globe. Given its strong market position and growth trajectory, the recent stake by Tema Etfs may play a role in further enhancing investor interest.

Bottom Line

Looking ahead, investors should keep an eye on Marvell’s upcoming earnings report on December 1, 2026, as well as future institutional filings that could further shape the stock's direction. The latest filing by Tema Etfs reflects the interest of investors in the semiconductor sector, which may continue to evolve. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.