Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,032,698
+$43,769,725 QoQ
Shares Held
56,340
-10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#504
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)
Derivatives in MU
reported options exposure · as of Mar 31, 2024CallValue
$117
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $754,906,791 across 21 Semiconductors names. MU ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
663,035 | $250,461,471 | |
| 2 | NVDA |
Nvidia Corp
|
1,080,361 | $216,169,432 | |
| 3 | QCOM |
Qualcomm Inc/De
|
394,218 | $72,847,544 | |
| 4 | MU |
Micron Technology Inc
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|
56,340 | $65,032,698 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
72,865 | $34,798,138 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
57,719 | $33,529,544 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
91,088 | $27,134,204 | |
| 8 | INTC |
Intel Corp
|
170,855 | $23,856,483 |
All Filings in MU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,032,698 | 56,340 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,262,973 | 62,938 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,734,235 | 62,136 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,747,393 | 58,256 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,876,487 | 55,793 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,734,479 | 65,997 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,027,634 | 59,739 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,139,811 | 68,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,729,228 | 58,764 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $117 | 1 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $4,376,312 | 37,122 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,334,233 | 39,070 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,666,776 | 39,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,378,931 | 37,695 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,462,897 | 40,817 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,957,166 | 39,159 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,105,402 | 42,024 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,951,881 | 35,309 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,716,180 | 34,872 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,781,296 | 51,329 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,939,390 | 55,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,605,231 | 30,657 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,489,286 | 28,220 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,103,386 | 27,978 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,338,453 | 28,502 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,435,913 | 27,871 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,349,915 | 32,095 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||