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Disclosed positions
Telligent Fund, LP: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- MICRON TECHNOLOGY INC
- Ticker
- MU
- Class
- Common Stock
- Reported value
- $17,314,350
- Reported amount
- 15,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001470723-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| MICRON TECHNOLOGY INC | MU | Common Stock | $17,314,350 | 15,000 | SH | None |
| INTEL CORP | INTC | Common Stock | $12,566,700 | 90,000 | SH | None |
| GE VERNOVA INC | GEV | Common Stock | $11,748,600 | 10,000 | SH | None |
| BROADCOM INC | AVGO | Common Stock | $11,332,500 | 30,000 | SH | None |
| NVIDIA CORP | NVDA | Common Stock | $9,604,320 | 48,000 | SH | None |
| ALPHABET INC-CL C | GOOG | Common Stock | $9,327,912 | 26,400 | SH | None |
| VERTIV HOLDINGS CO-A | VRT | Common Stock | $8,370,500 | 25,000 | SH | None |
| ELI LILLY & CO | LLY | Common Stock | $7,916,238 | 6,600 | SH | None |
| KLA CORP | KLAC | Common Stock | $6,034,200 | 20,000 | SH | None |
| ADVANCED MICRO DEVICES | AMD | Common Stock | $5,809,100 | 10,000 | SH | None |
| CORNING INC | GLW | Common Stock | $4,086,880 | 16,000 | SH | None |
| COHERENT CORP | COHR | Common Stock | $3,944,700 | 10,000 | SH | None |
| LUMENTUM HOLDINGS INC | LITE | Common Stock | $3,603,852 | 4,200 | SH | None |
| AMPHENOL CORP-CL A | APH | Common Stock | $3,526,400 | 20,000 | SH | None |
| ARISTA NETWORKS INC | ANET | Common Stock | $3,389,446 | 19,952 | SH | None |
| HOWMET AEROSPACE INC | HWM | Common Stock | $3,226,320 | 12,000 | SH | None |
| SIEMENS ENERGY AG SPON ADR | Unresolved | ADR | $2,860,500 | 75,000 | SH | None |
| GENERAL ELECTRIC | GE | Common Stock | $2,616,110 | 7,000 | SH | None |
| NEBIUS GROUP NV | NBIS | Common Stock | $2,209,360 | 8,000 | SH | None |
| CELESTICA INC | CLS | Common Stock | $2,188,800 | 6,000 | SH | None |
| CHURCHILL CAPITAL CORP-CL A | Unresolved | Common Stock | $1,928,068 | 110,491 | SH | None |
| TOWER SEMICONDUCTOR LTD | TSEM | Common Stock | $1,563,840 | 6,000 | SH | None |
| ACM RESEARCH INC-CLASS A | ACMR | Common Stock | $507,560 | 4,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.