CORSAIR CAPITAL MANAGEMENT, L.P.

Position in MU — Micron Technology Inc

CIK 1276470 NEW YORK, NY

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,389,764

+$7,011,027 QoQ

Shares Held

9,001

-10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,108

of 3,891 holders

Holding Since

Jun 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CORSAIR CAPITAL MANAGEMENT, L.P. holds $13,535,127 across 5 Semiconductors names. MU ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	9,001	$10,389,764
2	NVDA	Nvidia Corp	5,001	$1,000,650
3	INTC	Intel Corp	7,004	$977,968
4	CRDO	Credo Technology Group Holding Ltd	3,100	$843,045
5	SMTC	Semtech Corp	2,000	$323,700

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,389,764	9,001	-10.0%	Shares	Sole	2026-08-14
2026-03-31	$3,378,737	10,001	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,854,385	10,001	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,673,200	10,000	0.0%	Shares	Sole	2026-04-21
2025-06-30	$1,232,500	10,000	+42.9%	Shares	Sole	2026-04-21
2022-06-30	$386,960	7,000	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.