Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,846,840
+$190,122,525 QoQ
Shares Held
209,520
-65.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Altimeter Capital Management, LP holds $5,334,821,446 across 6 Semiconductors names. MU ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,413,589 | $1,883,565,023 | |
| 2 | CBRS |
Cerebras Systems Inc.
|
7,225,037 | $1,596,733,177 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,429,355 | $682,617,067 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
1,641,972 | $582,194,012 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,882,490 | $347,865,327 | |
| 6 | MU |
Micron Technology Inc
This page
|
209,520 | $241,846,840 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,846,840 | 209,520 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $51,724,315 | 614,595 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||