Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$211,574,431
+$107,915,322 QoQ
Shares Held
183,294
-40.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
7.25%
of 13F equity value
Holder Rank
#296
of 3,878 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$22,702,848
CallShares
67,200
PutValue
$0
PutShares
0
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, 2026BIT Capital GmbH holds $789,252,611 across 9 Semiconductors names. MU ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
183,294 | $211,574,431 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
343,221 | $163,912,052 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
504,075 | $150,158,901 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
349,195 | $116,397,169 | |
| 5 | INTC |
Intel Corp
|
578,184 | $80,731,831 | |
| 6 | NVDA |
Nvidia Corp
|
258,566 | $51,736,470 | |
| 7 | SMTC |
Semtech Corp
|
75,000 | $12,138,750 | |
| 8 | ALAB |
Astera Labs, Inc.
|
3,697 | $1,785,724 |
All Filings in MU
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,574,431 | 183,294 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $103,659,109 | 306,829 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $22,702,848 | 67,200 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $57,082 | 200 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $117,213,035 | 410,683 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,411,339 | 384,959 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $4,902,476 | 29,300 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $24,650 | 200 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $101,694,561 | 825,108 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $43,623,298 | 502,052 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $6,342,970 | 73,000 | Call | Sole | 2025-05-09 | |
| 2024-12-31 | $37,241,473 | 442,508 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $518,550 | 5,000 | Call | Sole | 2025-02-12 | |
| 2024-09-30 | $44,766,940 | 431,655 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $19,729,500 | 150,000 | Call | Sole | 2025-02-12 | |
| 2024-06-30 | $48,728,445 | 370,474 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $24,160,022 | 204,937 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $17,683,500 | 150,000 | Call | Sole | 2025-02-12 | |
| 2023-12-31 | $6,436,940 | 75,427 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $14,131,667 | 207,727 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $13,169,289 | 208,672 | Shares | Sole | 2025-02-12 | |
| 2023-03-31 | $8,647,566 | 143,314 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $199,920 | 4,000 | Shares | Sole | 2025-02-12 | |
| 2022-09-30 | $262,524 | 5,240 | Shares | Sole | 2025-02-12 | |
| 2022-06-30 | $289,667 | 5,240 | Shares | Sole | 2025-02-12 | |
| 2022-03-31 | $1,183,616 | 15,196 | Shares | Sole | 2025-02-12 | |
| 2021-12-31 | $1,611,215 | 17,297 | Shares | Sole | 2025-02-12 | |
| 2021-09-30 | $2,656,923 | 37,432 | Shares | Sole | 2025-02-12 | |
| 2021-06-30 | $3,180,971 | 37,432 | Shares | Sole | 2025-02-12 | |
| 2021-03-31 | $3,301,876 | 37,432 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||