Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,447,093
+$6,031,480 QoQ
Shares Held
15,115
-55.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.98%
of 13F equity value
Holder Rank
#900
of 3,891 holders
Holding Since
Dec 2020
5 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, 2026Sassicaia Capital Advisers LLC holds $100,969,101 across 7 Semiconductors names. MU ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
87,370 | $50,754,106 | |
| 2 | INTC |
Intel Corp
|
126,119 | $17,609,995 | |
| 3 | MU |
Micron Technology Inc
This page
|
15,115 | $17,447,093 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,180 | $6,294,372 | |
| 5 | NVDA |
Nvidia Corp
|
27,000 | $5,402,430 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
10,808 | $3,219,595 | |
| 7 | ALAB |
Astera Labs, Inc.
|
500 | $241,510 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,447,093 | 15,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,415,613 | 33,790 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $713,525 | 2,500 | Shares | Sole | 2026-02-13 | |
| 2021-06-30 | $552,370 | 6,500 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $6,041,840 | 80,365 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||