Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$187,291,632
+$128,951,732 QoQ
Shares Held
162,257
-6.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#318
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $1,045,743,328 across 27 Semiconductors names. MU ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,818,990 | $363,961,709 | |
| 2 | MU |
Micron Technology Inc
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|
162,257 | $187,291,632 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
249,821 | $145,123,517 | |
| 4 | AVGO |
Broadcom Inc.
|
287,021 | $108,422,182 | |
| 5 | INTC |
Intel Corp
|
575,527 | $80,360,835 | |
| 6 | TXN |
Texas Instruments Inc
|
111,114 | $33,119,749 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
97,769 | $29,124,407 | |
| 8 | QCOM |
Qualcomm Inc/De
|
130,914 | $24,191,598 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,291,632 | 162,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,339,900 | 172,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,587,704 | 173,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,999,066 | 131,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,606,212 | 134,736 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,937,382 | 137,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,075,276 | 143,480 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,877,510 | 143,453 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,705,802 | 142,217 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,506,722 | 140,018 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,673,573 | 136,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,569,658 | 170,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,844,992 | 140,152 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,804,752 | 145,919 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,286,134 | 85,757 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,231,091 | 104,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,889,862 | 106,546 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,298,867 | 106,546 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,611,962 | 103,188 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,085,720 | 99,827 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,357,867 | 98,351 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,597,387 | 97,465 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,300,880 | 97,112 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,571,790 | 97,355 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,026,857 | 97,571 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,116,454 | 97,871 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||