Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,369,755
+$10,462,935 QoQ
Shares Held
17,647
-39.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#847
of 3,877 holders
Holding Since
Mar 2020
6 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, 2026JAG CAPITAL MANAGEMENT, LLC holds $216,029,789 across 10 Semiconductors names. MU ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
398,571 | $79,750,071 | |
| 2 | AVGO |
Broadcom Inc.
|
117,082 | $44,227,725 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
53,514 | $25,556,680 | |
| 4 | MU |
Micron Technology Inc
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|
17,647 | $20,369,755 | |
| 5 | INTC |
Intel Corp
|
129,027 | $18,016,040 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
20,852 | $12,113,135 | |
| 7 | ALAB |
Astera Labs, Inc.
|
24,704 | $11,932,526 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,851 | $3,113,896 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,369,755 | 17,647 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,906,820 | 29,324 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,514,491 | 75,381 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,662,370 | 111,537 | Shares | Sole | 2025-11-10 | |
| 2020-06-30 | $350,954 | 6,812 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,924,448 | 307,286 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||