Meridiem Capital Partners LP

Position in MU — Micron Technology Inc

CIK 2026798 DALLAS, TX

Position in MU

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

Position Value

$33,679,873

+$7,652,431 QoQ

Shares Held

29,178

-86.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#684

of 3,878 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Meridiem Capital Partners LP holds $164,193,227 across 4 Semiconductors names. MU ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	418,425	$58,424,682
2	CBRS	Cerebras Systems Inc.	221,522	$48,956,362
3	MU	Micron Technology Inc This page	29,178	$33,679,873
4	ALAB	Astera Labs, Inc.	47,891	$23,132,310

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,679,873	29,178	-86.2%	Shares	Sole	2026-08-14
2025-06-30	$26,027,442	211,176	-49.0%	Shares	Sole	2025-08-14
2025-03-31	$35,956,646	413,818	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.