MOZAYYX MANAGEMENT LLC

Position in MU — Micron Technology Inc

CIK 2116489 AUSTIN, TX

Position in MU

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

Position Value

$5,344,362

New position

Shares Held

4,630

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

5.16%

of 13F equity value

Holder Rank

#1,432

of 3,878 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MOZAYYX MANAGEMENT LLC holds $11,469,730 across 4 Semiconductors names. MU ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	4,630	$5,344,362
2	AMD	Advanced Micro Devices Inc	4,775	$2,773,845
3	GFS	GLOBALFOUNDRIES Inc.	31,495	$2,595,502
4	CRDO	Credo Technology Group Holding Ltd	2,780	$756,021

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,344,362	4,630	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.