TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Position in MU — Micron Technology Inc
CIK 1845930
NEW YORK, NY
Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,768,753
+$14,436,197 QoQ
Shares Held
29,255
-48.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
#682
of 3,878 holders
Holding Since
Mar 2025
6 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, 2026TITAN GLOBAL CAPITAL MANAGEMENT USA LLC holds $139,732,120 across 10 Semiconductors names. MU ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
203,106 | $40,639,479 | |
| 2 | MU |
Micron Technology Inc
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|
29,255 | $33,768,753 | |
| 3 | AVGO |
Broadcom Inc.
|
64,721 | $24,448,357 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
101,594 | $15,539,818 | |
| 5 | TXN |
Texas Instruments Inc
|
49,751 | $14,829,280 | |
| 6 | ADI |
Analog Devices Inc
|
7,003 | $2,781,381 | |
| 7 | AMBQ |
Ambiq Micro, Inc.
|
29,554 | $2,609,618 | |
| 8 | HIMX |
Himax Technologies, Inc.
|
170,018 | $2,608,076 |
All Filings in MU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,768,753 | 29,255 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,332,556 | 57,224 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,319,445 | 95,720 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,953,364 | 101,323 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,992,645 | 105,417 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,286,317 | 72,348 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||