Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$13,056,174
+$9,406,489 QoQ
Shares Held
11,311
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,009
of 3,878 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$7,156,598
CallShares
6,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026INTEGRITY ALLIANCE, LLC. holds $103,690,792 across 12 Semiconductors names. MU ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
244,798 | $48,981,631 | |
| 2 | AVGO |
Broadcom Inc.
|
35,435 | $13,385,571 | |
| 3 | MU |
Micron Technology Inc
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|
11,311 | $13,056,174 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
13,569 | $7,882,367 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
16,675 | $4,967,315 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,296 | $4,917,060 | |
| 7 | INTC |
Intel Corp
|
28,195 | $3,936,867 | |
| 8 | TXN |
Texas Instruments Inc
|
8,557 | $2,550,584 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,156,598 | 6,200 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $13,056,174 | 11,311 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,649,685 | 10,803 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $1,013,520 | 3,000 | Call | Sole | 2026-05-11 | |
| 2025-12-31 | $856,230 | 3,000 | Call | Sole | 2026-02-09 | |
| 2025-12-31 | $2,975,399 | 10,425 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,711,014 | 10,226 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,688,155 | 13,697 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,816,087 | 20,901 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $464,310 | 5,517 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||