Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,114,272
+$14,585,514 QoQ
Shares Held
18,292
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.37%
of 13F equity value
Holder Rank
#831
of 3,877 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Z3 Capital Partners, LLC holds $67,224,569 across 10 Semiconductors names. MU ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
18,292 | $21,114,272 | |
| 2 | NVDA |
Nvidia Corp
|
94,519 | $18,912,306 | |
| 3 | ALAB |
Astera Labs, Inc.
|
20,370 | $9,839,117 | |
| 4 | PI |
Impinj Inc
|
37,678 | $5,396,619 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
18,815 | $5,116,739 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
9,136 | $2,721,523 | |
| 7 | AVGO |
Broadcom Inc.
|
4,726 | $1,785,246 | |
| 8 | QCOM |
Qualcomm Inc/De
|
9,393 | $1,735,732 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,114,272 | 18,292 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,528,758 | 19,325 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,541,235 | 19,415 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||