Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,761,057
+$32,389,337 QoQ
Shares Held
41,377
-9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#590
of 3,891 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Zweig-DiMenna Associates LLC holds $247,360,079 across 10 Semiconductors names. MU ranks #1 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
41,377 | $47,761,057 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
63,226 | $36,728,615 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
64,728 | $30,912,150 | |
| 4 | NVDA |
Nvidia Corp
|
146,615 | $29,336,195 | |
| 5 | AVGO |
Broadcom Inc.
|
69,814 | $26,372,238 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
79,301 | $22,285,960 | |
| 7 | ADI |
Analog Devices Inc
|
36,250 | $14,397,412 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
48,233 | $14,368,128 |
All Filings in MU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,761,057 | 41,377 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,371,720 | 45,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,535,394 | 26,402 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,417,582 | 26,402 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,963,625 | 56,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,866,605 | 44,500 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,537,051 | 160,849 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,681,649 | 160,849 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,221,861 | 168,949 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,038,824 | 169,979 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,758,928 | 79,200 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,735,052 | 128,400 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,428,047 | 117,700 | Shares | Sole | 2023-07-26 | |
| 2021-12-31 | $12,059,105 | 129,459 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $11,186,022 | 157,594 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $13,392,338 | 157,594 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,626,283 | 222,495 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $11,277,000 | 150,000 | Shares | Sole | 2021-01-26 | |
| 2020-03-31 | $4,250,078 | 101,048 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||