Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$783,762
+$419,909 QoQ
Shares Held
679
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,753
of 3,904 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Sep 30, 2020CallValue
$493,080
CallShares
10,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026GAGNON SECURITIES LLC holds $6,075,655 across 7 Semiconductors names. MU ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHP |
Microchip Technology Inc
|
26,229 | $2,392,084 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
2,923 | $870,732 | |
| 3 | MU |
Micron Technology Inc
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|
679 | $783,762 | |
| 4 | NVDA |
Nvidia Corp
|
3,498 | $699,914 | |
| 5 | HIMX |
Himax Technologies, Inc.
|
39,498 | $605,899 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,281 | $487,253 | |
| 7 | RMBS |
Rambus Inc
|
1,778 | $236,011 |
All Filings in MU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,762 | 679 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $363,853 | 1,077 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,386 | 1,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $491,586 | 2,938 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $370,119 | 3,003 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $272,573 | 3,137 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $264,009 | 3,137 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $325,753 | 3,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $344,082 | 2,616 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $460,478 | 3,906 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $341,018 | 3,996 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,303 | 3,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $251,114 | 3,979 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $240,032 | 3,978 | Shares | Sole | 2023-04-10 | |
| 2022-09-30 | $230,059 | 4,592 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $253,845 | 4,592 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $357,670 | 4,592 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $425,881 | 4,572 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $324,520 | 4,572 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $388,528 | 4,572 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $402,855 | 4,567 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $390,334 | 5,192 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $493,080 | 10,500 | Call | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||