MARK ASSET MANAGEMENT LP

Position in MU — Micron Technology Inc

CIK 860176 New York, NY

Position in MU

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

Position Value

$62,253,168

+$53,961,899 QoQ

Shares Held

53,932

+119.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

6.31%

of 13F equity value

Holder Rank

#517

of 3,878 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARK ASSET MANAGEMENT LP holds $364,492,885 across 4 Semiconductors names. MU ranks #4 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	546,541	$109,357,388
2	ARM	Arm Holdings PLC /Uk	275,310	$97,616,666
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	199,480	$95,265,663
4	MU	Micron Technology Inc This page	53,932	$62,253,168

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,253,168	53,932	+119.8%	Shares	Sole	2026-08-14
2026-03-31	$8,291,269	24,542	+22.7%	Shares	Sole	2026-05-15
2024-09-30	$2,074,200	20,000	-63.8%	Shares	Sole	2024-11-14
2024-06-30	$7,265,322	55,237	+38.1%	Shares	Sole	2024-08-14
2024-03-31	$4,715,600	40,000	-67.2%	Shares	Sole	2024-05-15
2021-03-31	$10,749,182	121,859	+27.9%	Shares	Sole	2021-05-17
2020-12-31	$7,164,052	95,292	+11.2%	Shares	Sole	2021-02-16
2020-09-30	$4,024,002	85,690	+78.5%	Shares	Sole	2020-11-16
2020-06-30	$2,472,960	48,000	-70.3%	Shares	Sole	2020-08-14
2020-03-31	$6,797,022	161,603	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.