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Disclosed positions
Oakum Bay Capital LLC: source evidence dated 2026-05-16T03:59:59.999Z.
- Issuer
- MICRON TECHNOLOGY INC
- Ticker
- MU
- Class
- COM
- Reported value
- $38,472,544
- Reported amount
- 113,878
- 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: 0001571727-26-000007Open 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
Show the table · 50 rows, 7 columns
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| MICRON TECHNOLOGY INC | MU | COM | $38,472,544 | 113,878 | SH | None |
| TESLA INC | TSLA | COM | $21,742,914 | 58,488 | SH | None |
| ZILLOW GROUP INC | ZG | CL A | $15,584,659 | 376,532 | SH | None |
| LGI HOMES INC | LGIH | COM | $14,444,657 | 365,410 | SH | None |
| RAYONIER INC | RYN | COM | $13,847,547 | 671,559 | SH | None |
| COGENT COMMUNICATIONS HLDGS INC | CCOI | COM NEW | $13,006,646 | 690,374 | SH | None |
| VAIL RESORTS INC | MTN | COM | $6,948,656 | 54,151 | SH | None |
| FORESTAR GROUP INC | FOR | COM | $6,391,720 | 261,527 | SH | None |
| CENTURY COMMUNITIES INC | CCS | COM | $6,143,332 | 107,064 | SH | None |
| BEAZER HOMES USA INC | BZH | COM NEW | $5,979,196 | 310,769 | SH | None |
| WEYERHAEUSER CO | WY | COM NEW | $3,849,533 | 157,574 | SH | None |
| GLOBALFOUNDRIES INC | GFS | ORDINARY SHARES | $3,819,853 | 85,878 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $3,698,201 | 8,708 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $2,213,572 | 6,550 | SH | None |
| VEECO INSTRS INC DEL | VECO | COM | $1,684,637 | 49,753 | SH | None |
| COSTAR GROUP INC | CSGP | COM | $1,652,528 | 40,965 | SH | None |
| WOLFSPEED INC | WOLF | COMMON STOCK | $1,639,899 | 100,484 | SH | None |
| ATKORE INC | ATKR | COM | $1,408,950 | 23,917 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $1,391,208 | 16,800 | SH | None |
| ACM RESEARCH INC | ACMR | COM CL A | $1,353,561 | 34,398 | SH | None |
| INVITATION HOMES INC | INVH | COM | $1,123,220 | 45,200 | SH | None |
| SIX FLAGS ENTERTAINMENT CORP | FUN | COM | $1,099,116 | 61,922 | SH | None |
| KANZHUN LIMITED | BZ | SPONSORED ADS | $1,077,346 | 80,459 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $1,031,834 | 8,171 | SH | None |
| EQUIFAX INC | EFX | COM | $925,380 | 5,139 | SH | None |
| RIO TINTO PLC | RIO | SPONSORED ADR | $918,906 | 9,850 | SH | None |
| CHIPOTLE MEXICAN GRILL INC | CMG | COM | $889,878 | 27,800 | SH | None |
| FREEPORT-MCMORAN INC | FCX | CL B | $805,345 | 13,701 | SH | None |
| LIMONEIRA CO | LMNR | COM | $756,955 | 56,405 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $729,862 | 3,700 | SH | None |
| GLADSTONE LAND CORP | LAND | COM | $721,089 | 70,695 | SH | None |
| MADISON SQUARE GARDEN SPORTS CORP | MSGS | CL A | $708,044 | 2,203 | SH | None |
| ENPHASE ENERGY INC | ENPH | COM | $703,682 | 18,611 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $579,776 | 2,850 | SH | None |
| AMAZON COM INC | AMZN | COM | $563,787 | 2,707 | SH | None |
| GITLAB INC | GTLB | CLASS A COM | $545,631 | 25,214 | SH | None |
| TEJON RANCH CO | TRC | COM | $460,732 | 24,455 | SH | None |
| ALEXANDRIA REAL ESTATE EQ INC | ARE | COM | $433,795 | 9,345 | SH | None |
| XPLR INFRASTRUCTURE LP | XIFR | COM UNIT PART INT | $424,630 | 39,984 | SH | None |
| MERITAGE HOMES CORP | MTH | COM | $420,512 | 6,800 | SH | None |
| TRANSUNION | TRU | COM | $411,542 | 5,948 | SH | None |
| KE HOLDINGS INC | BEKE | SPONSORED ADS | $409,684 | 27,367 | SH | None |
| CLEVELAND-CLIFFS INC | CLF | COM | $390,508 | 46,214 | SH | None |
| UWM HOLDINGS CORPORATION | UWMC | COM CL A | $347,882 | 96,100 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $309,880 | 4,000 | SH | Put |
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $296,322 | 2,900 | SH | None |
| GRAPHIC PACKAGING HLDG CO | GPK | COM | $278,320 | 28,000 | SH | None |
| SPDR GOLD TRUST | GLD | GOLD SHS | $272,804 | 634 | SH | None |
| JD.COM INC | JD | SPON ADS CL A | $272,044 | 9,200 | SH | None |
| HOVNANIAN ENTERPRISES INC | HOV | CL A NEW | $270,731 | 2,441 | 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. 0 positions lack a resolved ticker and 1 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.