Position in MU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,991,573
+$1,618,006 QoQ
Shares Held
8,855
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 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 Mar 31, 2026AXQ CAPITAL, LP holds $17,372,405 across 15 Semiconductors names. MU ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWKS |
Skyworks Solutions, Inc.
|
67,314 | $3,604,664 | |
| 2 | MU |
Micron Technology Inc
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|
8,855 | $2,991,573 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
24,396 | $2,416,423 | |
| 4 | INTC |
Intel Corp
|
51,724 | $2,282,580 | |
| 5 | NVDA |
Nvidia Corp
|
10,831 | $1,888,926 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
30,594 | $1,360,821 | |
| 7 | ALAB |
Astera Labs, Inc.
|
5,175 | $567,180 | |
| 8 | UMC |
United Microelectronics Corp
|
56,101 | $503,786 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||