Brevan Howard Capital Management LP
Position in MU — Micron Technology Inc
CIK 1512857
ST. HELIER, Y9
Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$75,174,805
+$70,566,861 QoQ
Shares Held
222,516
+1278.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Brevan Howard Capital Management LP holds $676,615,869 across 30 Semiconductors names. MU ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,960,428 | $516,298,643 | |
| 2 | MU |
Micron Technology Inc
This page
|
222,516 | $75,174,805 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
65,533 | $22,146,877 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
164,745 | $16,317,992 | |
| 5 | ADI |
Analog Devices Inc
|
26,145 | $8,317,770 | |
| 6 | AVGO |
Broadcom Inc.
|
21,100 | $6,530,661 | |
| 7 | SYNA |
SYNAPTICS Inc
|
76,968 | $5,390,838 | |
| 8 | MCHP |
Microchip Technology Inc
|
65,486 | $4,231,050 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,174,805 | 222,516 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,607,944 | 16,145 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,566,664 | 27,293 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,210,836 | 34,165 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $569,823 | 6,558 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $505,633 | 6,008 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,317,324 | 12,702 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,965,869 | 22,549 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,221,754 | 18,846 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,391,482 | 28,023 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||