Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,851,480
+$3,716,280 QoQ
Shares Held
12,000
-60.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.86%
of 13F equity value
Holder Rank
#985
of 3,878 holders
Holding Since
Jun 2020
6 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, 2026COBALT CAPITAL MANAGEMENT, INC. holds $15,851,460 across 2 Semiconductors names. MU ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
12,000 | $13,851,480 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
6,000 | $1,999,980 |
All Filings in MU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,851,480 | 12,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,135,200 | 30,000 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $3,697,500 | 30,000 | Shares | Defined | 2025-08-14 | |
| 2024-03-31 | $589,450 | 5,000 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $3,505,050 | 45,000 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $1,030,400 | 20,000 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||