Position in MU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,110,811
+$1,446,949 QoQ
Shares Held
2,695
-45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,770
of 3,878 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $18,371,403 across 9 Semiconductors names. MU ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
28,075 | $5,187,979 | |
| 2 | MU |
Micron Technology Inc
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|
2,695 | $3,110,811 | |
| 3 | MXL |
Maxlinear, Inc
|
20,000 | $2,560,600 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
4,124 | $2,395,672 | |
| 5 | NVDA |
Nvidia Corp
|
11,415 | $2,284,027 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
10,100 | $1,544,896 | |
| 7 | AVGO |
Broadcom Inc.
|
1,889 | $713,569 | |
| 8 | TXN |
Texas Instruments Inc
|
1,185 | $353,212 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110,811 | 2,695 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,663,862 | 4,925 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,367,475 | 8,295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,624,677 | 9,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,161,877 | 9,427 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $734,220 | 8,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $483,920 | 5,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $596,332 | 5,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $769,450 | 5,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $707,340 | 6,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $512,040 | 6,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $408,180 | 6,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $378,660 | 6,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $362,040 | 6,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $299,880 | 6,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $300,600 | 6,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,680 | 6,000 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $572,872 | 6,150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $520,070 | 7,327 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $575,739 | 6,775 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $606,443 | 6,875 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $507,465 | 6,750 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $234,800 | 5,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $270,995 | 5,260 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $210,300 | 5,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||