SEC 13F Intelligence

Cobalt Capital Management, Inc. / MU

Cobalt Capital Management, Inc.’s Micron Technology Inc Position

Does Cobalt Capital Management, Inc. own Micron Technology Inc (MU)? Yes — 30.0K shares worth $10M (+5.67% of its 13F portfolio) as of Q1 2026.

Position Value
$10M
Q1 2026
Shares
30.0K
% of Portfolio
+5.67%
Quarters Held
8
currently held

Position History MU

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q3 ’19: $429,000Q3 ’19Q4 ’19: $1MQ4 ’19Q2 ’20: $1MQ2 ’20Q1 ’22: $4MQ1 ’22Q1 ’24: $589,450Q1 ’24Q2 ’25: $4MQ2 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.0K$10M+5.67%
Q2 202530.0K$4M+1.74%
Q1 20245.0K$589,450+0.19%
Q1 202245.0K$4M+1.06%
Q2 202020.0K$1M+0.59%
Q4 201920.0K$1M+0.38%
Q3 201910.0K$429,000+0.17%
Q4 201861.8K$2M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cobalt Capital Management, Inc.’s full portfolio or all institutional holders of MU.