Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,254,713
+$874,643 QoQ
Shares Held
1,087
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,414
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026MCDONALD PARTNERS LLC holds $20,528,256 across 11 Semiconductors names. MU ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
16,339 | $6,172,057 | |
| 2 | NVDA |
Nvidia Corp
|
30,234 | $6,049,521 | |
| 3 | TXN |
Texas Instruments Inc
|
11,470 | $3,418,862 | |
| 4 | QCOM |
Qualcomm Inc/De
|
9,712 | $1,794,680 | |
| 5 | MU |
Micron Technology Inc
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|
1,087 | $1,254,713 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,987 | $1,154,268 | |
| 7 | INTC |
Intel Corp
|
3,585 | $500,573 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
430 | $128,092 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,713 | 1,087 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,070 | 1,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $292,545 | 1,025 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||