Position in MU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,238,551
+$13,457,096 QoQ
Shares Held
16,667
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#867
of 3,878 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $136,235,215 across 10 Semiconductors names. MU ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
288,742 | $57,774,386 | |
| 2 | AVGO |
Broadcom Inc.
|
75,634 | $28,570,743 | |
| 3 | MU |
Micron Technology Inc
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|
16,667 | $19,238,551 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
25,415 | $14,763,827 | |
| 5 | INTC |
Intel Corp
|
53,776 | $7,508,742 | |
| 6 | QCOM |
Qualcomm Inc/De
|
14,169 | $2,618,289 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
6,463 | $1,925,263 | |
| 8 | TXN |
Texas Instruments Inc
|
6,174 | $1,840,284 |
All Filings in MU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,238,551 | 16,667 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,781,455 | 17,113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,341,942 | 15,213 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,663,328 | 9,941 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $276,573 | 2,244 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $1,688,417 | 20,062 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,069,429 | 19,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,621,655 | 19,932 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,884,000 | 15,981 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $673,905 | 9,906 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $648,960 | 10,283 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $626,148 | 10,377 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,768,392 | 35,382 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,785,664 | 35,642 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,959,012 | 35,438 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,803,884 | 35,998 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,348,835 | 35,951 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,309,760 | 32,541 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $911,920 | 10,731 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $811,179 | 9,196 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $2,408,014 | 51,278 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,662,914 | 51,687 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,324,361 | 55,263 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||