Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,088,495
New position
Shares Held
943
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,509
of 3,862 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Sepio Capital, LP holds $45,799,849 across 12 Semiconductors names. MU ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
148,539 | $29,721,168 | |
| 2 | TXN |
Texas Instruments Inc
|
16,586 | $4,943,789 | |
| 3 | INTC |
Intel Corp
|
15,404 | $2,150,860 | |
| 4 | AVGO |
Broadcom Inc.
|
5,098 | $1,925,769 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,382 | $1,615,141 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
5,353 | $1,594,605 | |
| 7 | MU |
Micron Technology Inc
This page
|
943 | $1,088,495 | |
| 8 | QCOM |
Qualcomm Inc/De
|
5,753 | $1,063,096 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,495 | 943 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||