Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$163,177,056
+$69,863,114 QoQ
Shares Held
483,001
+47.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 99.94409949461802.ToString("F0")%
Shared 0.05590050538197643.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$51,486,816
CallShares
152,400
PutValue
$119,865,632
PutShares
354,800
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 Mar 31, 2026LMR Partners LLP holds $830,849,899 across 25 Semiconductors names. MU ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,006,239 | $175,488,081 | |
| 2 | MU |
Micron Technology Inc
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|
483,001 | $163,177,056 | |
| 3 | AVGO |
Broadcom Inc.
|
420,590 | $130,176,809 | |
| 4 | SLAB |
Silicon Laboratories Inc.
|
238,166 | $49,574,252 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
138,016 | $46,642,507 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
244,339 | $42,876,606 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
430,000 | $39,886,800 | |
| 8 | QRVO |
Qorvo, Inc.
|
393,660 | $30,469,283 |
All Filings in MU
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,865,632 | 354,800 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $163,177,056 | 483,001 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $51,486,816 | 152,400 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $93,313,942 | 326,947 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $8,676,464 | 30,400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $199,787 | 700 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $35,137,200 | 210,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $29,682,568 | 177,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $10,507,696 | 62,800 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $2,465,000 | 20,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $9,206,775 | 74,700 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $652,485 | 5,294 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,917,974 | 56,600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $13,850,266 | 159,400 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $9,507,850 | 109,424 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,416,000 | 100,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $3,928,672 | 46,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,075,058 | 116,431 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $8,664,915 | 73,500 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $13,899,231 | 117,900 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $34,818,549 | 407,998 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $6,272,490 | 73,500 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $10,061,586 | 117,900 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $10,432,740 | 153,355 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $5,000,205 | 73,500 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $8,020,737 | 117,900 | Put | Sole | 2023-11-14 | |
| 2022-12-31 | $8,749,148 | 175,053 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,313,151 | 126,011 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,932,136 | 89,221 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,286,383 | 29,354 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,993,458 | 150,225 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $7,023,512 | 82,649 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,444,122 | 27,708 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,270,093 | 243,018 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||