Davidson Kempner Capital Management LP

Position in MU — Micron Technology Inc

CIK 1595082 New York, NY

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$63,485,950

+$49,127,750 QoQ

Shares Held

55,000

+29.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#511

of 3,878 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davidson Kempner Capital Management LP holds $221,149,642 across 5 Semiconductors names. MU ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc.	339,218	$74,967,178
2	MU	Micron Technology Inc This page	55,000	$63,485,950
3	VSH	Vishay Intertechnology Inc	896,300	$48,203,014
4	NVDA	Nvidia Corp	150,000	$30,013,500
5	NVTS	Navitas Semiconductor Corp	250,000	$4,480,000

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,485,950	55,000	+29.4%	Shares	Sole	2026-08-14
2026-03-31	$14,358,200	42,500	-82.1%	Shares	Sole	2026-05-15
2025-06-30	$29,199,157	236,910	-67.2%	Shares	Sole	2025-08-14
2025-03-31	$62,806,090	722,823	-17.4%	Shares	Sole	2025-05-15
2023-09-30	$59,526,250	875,000	+483.3%	Shares	Sole	2023-11-14
2023-03-31	$9,051,000	150,000	+50.0%	Shares	Sole	2023-05-15
2022-09-30	$5,010,000	100,000	-20.0%	Shares	Sole	2022-11-14
2022-03-31	$9,736,250	125,000	-46.8%	Shares	Sole	2022-05-16
2021-12-31	$21,890,250	235,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.