Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,065,732
+$2,143,787 QoQ
Shares Held
88,994
-9.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 38.544171517180935.ToString("F0")%
Shared 0.ToString("F0")%
None 61.455828482819065.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Voleon Capital Management LP holds $465,102,584 across 17 Semiconductors names. MU ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,583,869 | $276,226,753 | |
| 2 | AVGO |
Broadcom Inc.
|
209,794 | $64,933,340 | |
| 3 | MU |
Micron Technology Inc
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|
88,994 | $30,065,732 | |
| 4 | ALAB |
Astera Labs, Inc.
|
218,843 | $23,985,192 | |
| 5 | QCOM |
Qualcomm Inc/De
|
182,355 | $23,483,676 | |
| 6 | INTC |
Intel Corp
|
344,531 | $15,204,153 | |
| 7 | TXN |
Texas Instruments Inc
|
49,703 | $9,649,340 | |
| 8 | SKYT |
SkyWater Technology, Inc
|
345,192 | $9,461,712 |
All Filings in MU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,065,732 | 88,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,921,945 | 97,831 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,694,950 | 93,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,389,358 | 84,295 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,007,311 | 11,969 | Shares | Sole | 2025-02-14 | |
| 2020-12-31 | $15,787,800 | 210,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||