Position in MU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$22,723,352
+$16,082,432 QoQ
Shares Held
19,686
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
#810
of 3,878 holders
Holding Since
Dec 2024
7 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, 2026SeaBridge Investment Advisors LLC holds $92,236,169 across 10 Semiconductors names. MU ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
63,532 | $30,340,977 | |
| 2 | MU |
Micron Technology Inc
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|
19,686 | $22,723,352 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
27,450 | $15,945,979 | |
| 4 | AVGO |
Broadcom Inc.
|
24,303 | $9,180,458 | |
| 5 | NVDA |
Nvidia Corp
|
26,997 | $5,401,829 | |
| 6 | INTC |
Intel Corp
|
22,537 | $3,146,841 | |
| 7 | ALAB |
Astera Labs, Inc.
|
5,761 | $2,782,678 | |
| 8 | TXN |
Texas Instruments Inc
|
7,122 | $2,122,854 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,723,352 | 19,686 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,640,920 | 19,657 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,574,551 | 16,028 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $476,862 | 2,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $351,262 | 2,850 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $247,636 | 2,850 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $239,856 | 2,850 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||