Position in MU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$256,902,319
+$46,008,304 QoQ
Shares Held
760,426
+2.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
6.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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)
Derivatives in MU
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$199,787,000
PutShares
700,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026Atreides Management, LP holds $1,059,510,585 across 8 Semiconductors names. MU ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
3,365,787 | $368,890,255 | |
| 2 | MU |
Micron Technology Inc
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|
760,426 | $256,902,319 | |
| 3 | NVDA |
Nvidia Corp
|
1,248,592 | $217,754,444 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,091,233 | $102,434,041 | |
| 5 | SMTC |
Semtech Corp
|
541,812 | $41,659,924 | |
| 6 | INTC |
Intel Corp
|
653,792 | $28,851,840 | |
| 7 | AMBQ |
Ambiq Micro, Inc.
|
862,175 | $21,907,866 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
474,593 | $21,109,896 |
All Filings in MU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,902,319 | 760,426 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $210,894,015 | 738,916 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $199,787,000 | 700,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $121,299,805 | 724,957 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,686,413 | 70,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,318,371 | 889,842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,247,970 | 240,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,089,100 | 386,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,609,157 | 726,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $181,412,197 | 1,538,826 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $47,992,647 | 705,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,194,069 | 1,223,167 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,570,605 | 920,958 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $39,553,165 | 507,808 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $136,900,412 | 1,469,677 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,524,415 | 711,812 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $83,804,046 | 986,162 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $74,617,015 | 845,902 | Shares | Sole | 2021-06-01 | |
| 2020-12-31 | $39,864,195 | 530,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,262,000 | 325,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $44,670,700 | 951,250 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $42,599,312 | 826,850 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,677,818 | 420,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||