Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,346,671
-$1,703,036 QoQ
Shares Held
4,632
-77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,431
of 3,878 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$6,464,024
CallShares
5,600
PutValue
$29,434,395
PutShares
25,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Twin Tree Management, LP holds $44,792,174 across 22 Semiconductors names. MU ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
15,809 | $5,971,849 | |
| 2 | NVDA |
Nvidia Corp
|
29,330 | $5,868,639 | |
| 3 | MU |
Micron Technology Inc
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|
4,632 | $5,346,671 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
52,401 | $4,318,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,653 | $3,654,843 | |
| 6 | SMTC |
Semtech Corp
|
18,176 | $2,941,785 | |
| 7 | ADI |
Analog Devices Inc
|
6,447 | $2,560,554 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
4,981 | $1,894,622 |
All Filings in MU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,464,024 | 5,600 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $5,346,671 | 4,632 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $29,434,395 | 25,500 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $22,601,496 | 66,900 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $7,049,707 | 20,867 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $1,385,144 | 4,100 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $7,618,734 | 26,694 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $129,319,271 | 453,100 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $31,994,461 | 112,100 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $86,219,996 | 515,300 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $224,961,740 | 1,344,500 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $3,044,722 | 18,197 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $299,990,500 | 2,434,000 | Put | Sole | 2025-07-28 | |
| 2025-06-30 | $3,780,570 | 30,674 | Shares | Sole | 2025-07-28 | |
| 2025-06-30 | $97,872,825 | 794,100 | Call | Sole | 2025-07-28 | |
| 2025-03-31 | $182,868,694 | 2,104,600 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $57,317,509 | 659,656 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $34,808,134 | 400,600 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $50,445,504 | 599,400 | Call | Sole | 2025-02-10 | |
| 2024-12-31 | $110,342,176 | 1,311,100 | Put | Sole | 2025-02-10 | |
| 2024-12-31 | $28,189,392 | 334,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $94,386,471 | 910,100 | Put | Sole | 2024-11-13 | |
| 2024-09-30 | $38,683,830 | 373,000 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | $10,509,763 | 101,338 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $135,646,889 | 1,031,300 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $68,470,572 | 520,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $96,728,745 | 820,500 | Put | Sole | 2024-05-09 | |
| 2024-03-31 | $101,793,888 | 863,465 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $55,768,324 | 653,484 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,573,917 | 258,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,938,988 | 78,260 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,723,184 | 360,013 | Shares | Sole | 2023-05-10 | |
| 2022-06-30 | $3,883,751 | 70,256 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,827,945 | 100,500 | Put | Sole | 2022-05-11 | |
| 2021-12-31 | $28,019,520 | 300,800 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $26,986,020 | 289,705 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,855,315 | 68,404 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $31,486,728 | 443,600 | Put | Sole | 2021-11-12 | |
| 2021-06-30 | $9,656,957 | 113,638 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $69,199,214 | 814,300 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $26,558,531 | 301,083 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $16,892,215 | 191,500 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $42,353,104 | 563,356 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $14,848,050 | 197,500 | Put | Sole | 2021-02-12 | |
| 2020-09-30 | $6,714,434 | 142,982 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $15,562,544 | 331,400 | Put | Sole | 2020-11-13 | |
| 2020-06-30 | $15,652,291 | 303,810 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $49,108,864 | 953,200 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $62,660,988 | 1,489,800 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $19,789,650 | 470,510 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||