Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,655,251
+$1,130,924 QoQ
Shares Held
1,434
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
#2,202
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026Markin Volterra Fund LP holds $7,606,717 across 12 Semiconductors names. MU ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
1,434 | $1,655,251 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
3,028 | $902,010 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,424 | $827,215 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
3,012 | $819,113 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
1,927 | $683,256 | |
| 6 | NVDA |
Nvidia Corp
|
3,323 | $664,899 | |
| 7 | AVGO |
Broadcom Inc.
|
1,310 | $494,852 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
949 | $453,213 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,251 | 1,434 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $524,327 | 1,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $512,596 | 1,796 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||