Position in MU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$6,125,817
+$4,433,915 QoQ
Shares Held
5,307
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
#1,359
of 3,892 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,081,088
PutShares
3,200
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, 2026Silverleafe Capital Partners, LLC holds $16,219,876 across 7 Semiconductors names. MU ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
5,307 | $6,125,817 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
14,593 | $4,347,108 | |
| 3 | NVDA |
Nvidia Corp
|
10,194 | $2,039,717 | |
| 4 | AVGO |
Broadcom Inc.
|
4,334 | $1,637,168 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
625 | $863,975 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
2,860 | $745,430 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
793 | $460,661 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,125,817 | 5,307 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,081,088 | 3,200 | Put | Sole | 2026-04-02 | |
| 2026-03-31 | $1,691,902 | 5,008 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||