Position in MU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$563,293
-$1,737,059 QoQ
Shares Held
488
-92.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,994
of 3,891 holders
Holding Since
Jun 2020
23 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, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $54,988,349 across 6 Semiconductors names. MU ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
83,069 | $24,745,424 | |
| 2 | QCOM |
Qualcomm Inc/De
|
74,009 | $13,676,123 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
35,731 | $10,041,482 | |
| 4 | ADI |
Analog Devices Inc
|
13,313 | $5,287,524 | |
| 5 | NVDA |
Nvidia Corp
|
3,371 | $674,503 | |
| 6 | MU |
Micron Technology Inc
This page
|
488 | $563,293 |
All Filings in MU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,293 | 488 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,300,352 | 6,809 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,928,655 | 52,306 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,617,051 | 99,313 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,301,509 | 107,923 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,034,040 | 103,971 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,681,809 | 67,512 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,633,178 | 102,528 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,616,109 | 12,287 | Shares | Sole | 2024-07-11 | |
| 2023-12-31 | $1,073,150 | 12,575 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,875,927 | 27,575 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,910,655 | 30,275 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,525 | 75 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $915,883 | 18,325 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,189,370 | 43,700 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,369,884 | 79,050 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,879,808 | 62,650 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,510,788 | 48,425 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,100,051 | 43,675 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,663,483 | 19,575 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $138,930 | 1,575 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $1,174 | 25 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $644,000 | 12,500 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||