Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,442,862
+$3,537,113 QoQ
Shares Held
3,849
+43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,534
of 3,878 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2022CallValue
$887,946
CallShares
11,400
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, 2026BLUEFIN CAPITAL MANAGEMENT, LLC holds $77,856,541 across 6 Semiconductors names. MU ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,000 | $40,018,000 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
50,750 | $29,481,182 | |
| 3 | MU |
Micron Technology Inc
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|
3,849 | $4,442,862 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
9,009 | $2,683,691 | |
| 5 | MX |
MAGNACHIP SEMICONDUCTOR Corp
|
147,698 | $698,611 | |
| 6 | QCOM |
Qualcomm Inc/De
|
2,880 | $532,195 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,442,862 | 3,849 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $905,749 | 2,681 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $1,331,304 | 15,600 | Shares | Sole | 2024-02-16 | |
| 2022-03-31 | $887,946 | 11,400 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $12,323,745 | 132,300 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,000 | 74,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $234,234 | 3,300 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $23,000 | 11,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $2,219,010 | 25,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $99,000 | 36,400 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $5,000 | 126,300 | Put | Sole | 2021-02-10 | |
| 2020-12-31 | $4,028,821 | 53,589 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,877,900 | 295,526 | Principal | Sole | 2020-11-16 | |
| 2020-09-30 | $19,000 | 227,700 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $989,000 | 442,000 | Put | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||