Position in MU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,880,338
+$713,439 QoQ
Shares Held
1,629
-52.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,125
of 3,878 holders
Holding Since
Mar 2024
10 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, 2026DEEPWATER ASSET MANAGEMENT, LLC holds $30,162,628 across 6 Semiconductors names. MU ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDO |
Credo Technology Group Holding Ltd
|
44,316 | $12,051,736 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
23,492 | $6,998,031 | |
| 3 | RMBS |
Rambus Inc
|
44,634 | $5,924,717 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,025 | $1,922,219 | |
| 5 | MU |
Micron Technology Inc
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|
1,629 | $1,880,338 | |
| 6 | AVGO |
Broadcom Inc.
|
3,668 | $1,385,587 |
All Filings in MU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,338 | 1,629 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,166,899 | 3,454 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,056,379 | 7,205 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,051,031 | 83,977 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,148,461 | 131,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,205,455 | 151,979 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,531,328 | 160,781 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,487,636 | 149,336 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,587,575 | 103,304 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,690,778 | 14,342 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||