Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,279,956
+$67,974,671 QoQ
Shares Held
261,307
+115.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
10.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Tairen Capital Ltd holds $247,308,226 across 7 Semiconductors names. MU ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
261,307 | $88,279,956 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
162,640 | $54,964,188 | |
| 3 | INTC |
Intel Corp
|
852,600 | $37,625,238 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
160,400 | $32,630,172 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
107,400 | $16,247,472 | |
| 6 | RMBS |
Rambus Inc
|
120,000 | $10,323,600 | |
| 7 | NVDA |
Nvidia Corp
|
41,500 | $7,237,600 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||