Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$44,840,703
+$33,039,277 QoQ
Shares Held
38,847
+11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#194
of 2,132 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$4,270,873
CallShares
3,700
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, 2026HUB Investment Partners, LLC holds $782,953,785 across 26 Semiconductors names. MU ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,842,639 | $568,783,637 | |
| 2 | AVGO |
Broadcom Inc.
|
154,216 | $58,255,094 | |
| 3 | MU |
Micron Technology Inc
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|
38,847 | $44,840,703 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
57,926 | $33,649,792 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
61,960 | $29,590,237 | |
| 6 | INTC |
Intel Corp
|
69,505 | $9,704,983 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,799 | $9,174,714 | |
| 8 | QCOM |
Qualcomm Inc/De
|
45,241 | $8,360,084 |
All Filings in MU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,270,873 | 3,700 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $44,840,703 | 38,847 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,801,426 | 34,932 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,182,440 | 3,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $5,886,010 | 20,623 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,368,247 | 14,154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,138,213 | 9,235 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $656,801 | 7,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $636,922 | 7,568 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $220,591 | 2,127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,241 | 2,047 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $117,890 | 1,000 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $192,750 | 1,635 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||