Position in MU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,973,834
+$11,334,609 QoQ
Shares Held
14,705
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.81%
of 13F equity value
Holder Rank
#903
of 3,878 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $67,643,807 across 11 Semiconductors names. MU ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
14,705 | $16,973,834 | |
| 2 | NVDA |
Nvidia Corp
|
75,720 | $15,150,814 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
23,829 | $11,380,015 | |
| 4 | AVGO |
Broadcom Inc.
|
29,839 | $11,271,682 | |
| 5 | MCHP |
Microchip Technology Inc
|
60,762 | $5,541,494 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
2,059 | $2,846,279 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
3,548 | $2,061,068 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
5,077 | $776,577 |
All Filings in MU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,973,834 | 14,705 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,639,225 | 16,692 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,795,842 | 34,322 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,368,533 | 38,062 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,388,635 | 27,494 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $911,368 | 10,829 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,603,243 | 54,028 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,201,181 | 69,955 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,290,378 | 70,323 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,013,739 | 70,468 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,799,856 | 70,555 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,498,102 | 71,274 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,500,323 | 58,010 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $2,142,225 | 42,759 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,373,572 | 61,027 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,745,448 | 60,925 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,250,713 | 45,633 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,475,748 | 48,968 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,370,141 | 63,193 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,567,726 | 63,119 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,539,788 | 73,687 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,587,556 | 76,396 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,621,704 | 89,707 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,685,068 | 63,839 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||