Markin Asset Management, LP

Position in MU — Micron Technology Inc

CIK 2110806 RYE, NY

Position in MU

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

Position Value

$537,899

+$334,688 QoQ

Shares Held

466

-34.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#3,018

of 3,891 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Markin Asset Management, LP holds $2,080,258 across 4 Semiconductors names. MU ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	5,370	$1,074,483
2	MU	Micron Technology Inc This page	466	$537,899
3	AMD	Advanced Micro Devices Inc	428	$248,629
4	MRVL	Marvell Technology, Inc.	736	$219,247

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$537,899	466	-34.6%	Shares	Sole	2026-07-14
2025-12-31	$203,211	712	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.