Counterpoint Mutual Funds LLC
Mutual FundPosition in MU — Micron Technology Inc
CIK 1698461
San Diego, CA
Position in MU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,745,638
+$1,874,699 QoQ
Shares Held
14,047
+39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 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, 2026Counterpoint Mutual Funds LLC holds $19,288,087 across 11 Semiconductors names. MU ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDO |
Credo Technology Group Holding Ltd
|
53,609 | $5,032,276 | |
| 2 | MU |
Micron Technology Inc
This page
|
14,047 | $4,745,638 | |
| 3 | ALAB |
Astera Labs, Inc.
|
43,097 | $4,723,431 | |
| 4 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
39,579 | $877,070 | |
| 5 | POET |
Poet Technologies Inc.
|
100,591 | $597,510 | |
| 6 | SITM |
SITIME Corp
|
1,663 | $574,317 | |
| 7 | AVGO |
Broadcom Inc.
|
1,812 | $560,832 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
2,735 | $556,381 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,745,638 | 14,047 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,870,939 | 10,059 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,350,176 | 14,046 | Shares | Sole | 2025-11-10 | |
| 2024-06-30 | $672,512 | 5,113 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $121,616 | 2,200 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $85,834 | 1,102 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||