Position in MU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,106,578
New position
Shares Held
12,221
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#974
of 3,877 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 56%
Shared 0%
None 44%
Position in Semiconductors
Technology · as of Jun 30, 2026TRAN CAPITAL MANAGEMENT, L.P. holds $193,172,249 across 6 Semiconductors names. MU ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARM |
Arm Holdings PLC /Uk
|
241,540 | $85,642,837 | |
| 2 | NVDA |
Nvidia Corp
|
291,411 | $58,308,426 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
68,614 | $32,767,987 | |
| 4 | MU |
Micron Technology Inc
This page
|
12,221 | $14,106,578 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,013 | $1,750,281 | |
| 6 | TXN |
Texas Instruments Inc
|
2,000 | $596,140 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,106,578 | 12,221 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||