Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,857,250
+$12,018,060 QoQ
Shares Held
25,000
-57.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#733
of 3,878 holders
Holding Since
Mar 2020
16 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, 2026Maytus Capital Management, LLC holds $136,169,133 across 10 Semiconductors names. MU ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
125,000 | $37,258,750 | |
| 2 | MU |
Micron Technology Inc
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|
25,000 | $28,857,250 | |
| 3 | STM |
STMicroelectronics N.V.
|
356,000 | $26,660,840 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
26,000 | $15,103,660 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
30,150 | $11,468,155 | |
| 6 | NVDA |
Nvidia Corp
|
45,000 | $9,004,050 | |
| 7 | ALAB |
Astera Labs, Inc.
|
9,000 | $4,347,180 | |
| 8 | QRVO |
Qorvo, Inc.
|
19,488 | $1,817,645 |
All Filings in MU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,857,250 | 25,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $16,839,190 | 59,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,373,840 | 62,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $8,689,000 | 100,000 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $3,111,300 | 30,000 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,475,690 | 21,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $853,400 | 10,000 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $1,817,568 | 28,800 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $5,062,850 | 65,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,178,000 | 120,000 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $4,249,000 | 50,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,646,300 | 30,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,390,300 | 85,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $939,200 | 20,000 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,121,600 | 80,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,098,700 | 145,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||