Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$600,230
+$200,656 QoQ
Shares Held
520
-62.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,933
of 3,878 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SANDLER CAPITAL MANAGEMENT holds $8,493,954 across 6 Semiconductors names. MU ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,589 | $2,669,138 | |
| 2 | ADI |
Analog Devices Inc
|
4,069 | $1,616,084 | |
| 3 | STM |
STMicroelectronics N.V.
|
19,539 | $1,463,275 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,447 | $1,311,135 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,800 | $834,092 | |
| 6 | MU |
Micron Technology Inc
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|
520 | $600,230 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,230 | 520 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $399,574 | 1,400 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $6,507,528 | 55,200 | Shares | Sole | 2024-05-15 | |
| 2021-03-31 | $8,021,817 | 90,940 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $13,459,200 | 320,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||