Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,942,669
+$6,743,147 QoQ
Shares Held
9,480
-35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,087
of 3,878 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Dec 31, 2025CallValue
$30,253,460
CallShares
106,000
PutValue
$0
PutShares
0
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 Jun 30, 2026Hel Ved Capital Management Ltd holds $107,328,427 across 7 Semiconductors names. MU ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
278,950 | $38,949,788 | |
| 2 | QCOM |
Qualcomm Inc/De
|
204,700 | $37,826,513 | |
| 3 | MU |
Micron Technology Inc
This page
|
9,480 | $10,942,669 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
18,450 | $7,017,826 | |
| 5 | GFS |
GLOBALFOUNDRIES Inc.
|
70,700 | $5,826,387 | |
| 6 | MCHP |
Microchip Technology Inc
|
40,400 | $3,684,480 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
11,820 | $3,080,764 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,942,669 | 9,480 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,199,522 | 14,714 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $30,253,460 | 106,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $20,111,864 | 120,200 | Call | Sole | 2025-11-13 | |
| 2025-03-31 | $13,094,323 | 150,700 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $2,420,152 | 18,400 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,318,421 | 19,380 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,804,355 | 44,436 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||