Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,849,169
+$37,845,791 QoQ
Shares Held
32,790
+327800.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
8.81%
of 13F equity value
Holder Rank
#645
of 3,877 holders
Holding Since
Mar 2020
17 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, 2026BERKSHIRE CAPITAL HOLDINGS INC holds $229,874,061 across 19 Semiconductors names. MU ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
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|
32,790 | $37,849,169 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
77,910 | $37,207,478 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
63,650 | $36,974,921 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
76,080 | $22,663,471 | |
| 5 | INTC |
Intel Corp
|
160,840 | $22,458,089 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
69,380 | $18,867,891 | |
| 7 | ALAB |
Astera Labs, Inc.
|
32,880 | $15,881,697 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
44,280 | $14,759,852 |
All Filings in MU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,849,169 | 32,790 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,378 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,854 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,673 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,232 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $868 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $841 | 10 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,037 | 10 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,399,877 | 56,260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,266,755 | 129,500 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $709 | 10 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $849 | 10 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $882 | 10 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $751 | 10 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $469 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $515 | 10 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $420 | 10 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||