Position in MU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$363,853
+$56,467 QoQ
Shares Held
1,077
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 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 Mar 31, 2026GAGNON SECURITIES LLC holds $8,532,923 across 8 Semiconductors names. MU ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
167,874 | $3,720,087 | |
| 2 | MCHP |
Microchip Technology Inc
|
26,838 | $1,734,003 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,670 | $814,996 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
6,825 | $676,016 | |
| 5 | NVDA |
Nvidia Corp
|
3,655 | $637,432 | |
| 6 | MU |
Micron Technology Inc
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|
1,077 | $363,853 | |
| 7 | HIMX |
Himax Technologies, Inc.
|
44,773 | $352,363 | |
| 8 | RMBS |
Rambus Inc
|
2,722 | $234,173 |
All Filings in MU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||