SIH Partners, LLLP

Position in MU — Micron Technology Inc

CIK 1996244 Wilmington, DE

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Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,667,944

+$6,426,828 QoQ

Shares Held

37,831

-65.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#611

of 3,878 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MU Over Time

Shares Held

Position Value (USD)

Derivatives in MU

reported options exposure · as of Jun 30, 2026

CallValue

$519,430,500

CallShares

450,000

PutValue

$7,295,689,945

PutShares

6,320,500

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, 2026

SIH Partners, LLLP holds $359,456,290 across 22 Semiconductors names. MU ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	358,172	$71,666,635
2	MU	Micron Technology Inc This page	37,831	$43,667,944
3	AVGO	Broadcom Inc.	110,568	$41,767,062
4	QCOM	Qualcomm Inc/De	179,632	$33,194,197
5	ADI	Analog Devices Inc	81,246	$32,268,473
6	MCHP	Microchip Technology Inc	282,908	$25,801,209
7	AMD	Advanced Micro Devices Inc	32,963	$19,148,535
8	NXPI	NXP Semiconductors N.V.	58,562	$16,457,678

All Filings in MU

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,295,689,945	6,320,500	—	Put	Other	2026-08-14
2026-06-30	$519,430,500	450,000	—	Call	Other	2026-08-14
2026-06-30	$43,667,944	37,831	-65.7%	Shares	Other	2026-08-14
2026-03-31	$37,241,116	110,233	+2669.7%	Shares	Other	2026-05-15
2025-09-30	$665,932	3,980	-86.9%	Shares	Other	2025-11-14
2025-03-31	$2,634,504	30,320	—	Shares	Other	2025-05-15
No filing history on record for this holder in this stock.