Position in MU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,469,795
+$478,222 QoQ
Shares Held
3,006
-66.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,705
of 3,904 holders
Holding Since
Mar 2023
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, 2026AXQ CAPITAL, LP holds $31,633,170 across 26 Semiconductors names. MU ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
49,160 | $6,864,210 | |
| 2 | NVDA |
Nvidia Corp
|
21,942 | $4,390,374 | |
| 3 | MU |
Micron Technology Inc
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|
3,006 | $3,469,795 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
32,050 | $2,641,240 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,399 | $2,555,423 | |
| 6 | ON |
On Semiconductor Corp
|
26,499 | $2,505,215 | |
| 7 | TXN |
Texas Instruments Inc
|
4,849 | $1,445,341 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,623 | $1,377,145 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,469,795 | 3,006 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,991,573 | 8,855 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $1,373,567 | 10,443 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $754,496 | 6,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $221,884 | 2,600 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $1,213,437 | 20,110 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||