Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,330,504
+$67,775,076 QoQ
Shares Held
61,796
+487.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#476
of 3,878 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$692,574
PutShares
600
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, 2026Arax Advisory Partners holds $689,260,089 across 63 Semiconductors names. MU ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,492,942 | $298,722,764 | |
| 2 | AVGO |
Broadcom Inc.
|
245,487 | $92,732,714 | |
| 3 | MU |
Micron Technology Inc
This page
|
61,796 | $71,330,504 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
85,318 | $49,562,079 | |
| 5 | INTC |
Intel Corp
|
270,605 | $37,784,576 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
116,222 | $34,621,371 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
59,468 | $28,400,132 | |
| 8 | QCOM |
Qualcomm Inc/De
|
135,115 | $24,967,900 |
All Filings in MU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,574 | 600 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $71,330,504 | 61,796 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,555,428 | 10,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,347,079 | 15,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,116,859 | 132,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $916,610 | 7,437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $585,724 | 6,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $592,738 | 7,043 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $710,620 | 6,852 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $890,589 | 6,771 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $892,544 | 7,571 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $641,074 | 7,512 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $429,608 | 6,315 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $350,007 | 5,546 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $375,797 | 6,228 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $310,075 | 6,204 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $301,351 | 6,015 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $187,178 | 3,386 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $239,901 | 3,080 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $233,154 | 2,503 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $147,567 | 2,079 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,673 | 55 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||