Oriental Harbor Investment Master Fund
Position in MU — Micron Technology Inc
CIK 2046333
HONG KONG, K3
Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$170,358,198
+$145,685,743 QoQ
Shares Held
147,587
+102.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
10.33%
of 13F equity value
Holder Rank
#332
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026Oriental Harbor Investment Master Fund holds $1,066,188,146 across 8 Semiconductors names. MU ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
1,849,390 | $258,230,325 | |
| 2 | NVDA |
Nvidia Corp
|
1,083,827 | $216,862,944 | |
| 3 | MU |
Micron Technology Inc
This page
|
147,587 | $170,358,198 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
251,437 | $146,062,267 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
439,119 | $130,809,158 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
137,289 | $65,565,107 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
150,573 | $53,388,668 | |
| 8 | AVGO |
Broadcom Inc.
|
65,947 | $24,911,479 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,358,198 | 147,587 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,672,455 | 73,030 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||