Holdings
Markin Volterra Fund LP
As of Jun 30, 2026, Markin Volterra Fund LP reported 55 positions worth US$26.5M. Largest: Sandisk Corporation, Micron Technology, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 844 | US$1.92M | −342 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,434 | US$1.66M | −118 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,801 | US$1.36M | +3,025 | Jun 30, 2026 |
| Western Digital Corporation | 1,775 | US$1.13M | −343 | Jun 30, 2026 |
| Marvell Technology, Inc. | 3,028 | US$902K | +442 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 1,023 | US$878K | +93 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,424 | US$827K | +152 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 3,012 | US$819K | +353 | Jun 30, 2026 |
| Lam Research Corporation | 1,580 | US$685K | −298 | Jun 30, 2026 |
| Nvidia Corporation | 3,323 | US$665K | −2,300 | Jun 30, 2026 |