Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,712,193
-$51,567,763 QoQ
Shares Held
31,805
-87.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#651
of 3,878 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Tairen Capital Ltd holds $618,859,997 across 11 Semiconductors names. MU ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
452,800 | $216,243,696 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
171,100 | $99,393,701 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
288,880 | $86,054,463 | |
| 4 | INTC |
Intel Corp
|
469,340 | $65,533,944 | |
| 5 | QCOM |
Qualcomm Inc/De
|
303,691 | $56,119,059 | |
| 6 | AVGO |
Broadcom Inc.
|
99,160 | $37,457,690 | |
| 7 | MU |
Micron Technology Inc
This page
|
31,805 | $36,712,193 | |
| 8 | SITM |
SITIME Corp
|
12,500 | $9,319,500 |
All Filings in MU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,712,193 | 31,805 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $88,279,956 | 261,307 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $20,305,285 | 121,356 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,658,375 | 159,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,727,090 | 181,000 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $96,461,370 | 818,232 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $15,776,837 | 231,910 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $17,259,256 | 195,661 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $902,160 | 12,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||