Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,176,983
+$50,111,251 QoQ
Shares Held
69,460
-21.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#453
of 3,891 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Voleon Capital Management LP holds $693,546,134 across 24 Semiconductors names. MU ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,374 | $296,808,303 | |
| 2 | MU |
Micron Technology Inc
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|
69,460 | $80,176,983 | |
| 3 | AVGO |
Broadcom Inc.
|
192,127 | $72,575,974 | |
| 4 | INTC |
Intel Corp
|
442,176 | $61,741,034 | |
| 5 | ALAB |
Astera Labs, Inc.
|
108,611 | $52,461,285 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
41,290 | $23,985,773 | |
| 7 | 655,357 | $22,819,530 | |||
| 8 | MRVL |
Marvell Technology, Inc.
|
61,179 | $18,224,612 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,176,983 | 69,460 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||