Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,739,127
+$19,876,564 QoQ
Shares Held
25,764
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#721
of 3,877 holders
Holding Since
Mar 2020
22 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 Mar 31, 2021CallValue
$3,528,400
CallShares
40,000
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, 2026BRIGHTON JONES LLC holds $314,101,580 across 26 Semiconductors names. MU ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
755,690 | $151,206,012 | |
| 2 | MU |
Micron Technology Inc
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|
25,764 | $29,739,127 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
47,875 | $27,811,066 | |
| 4 | INTC |
Intel Corp
|
192,202 | $26,837,165 | |
| 5 | AVGO |
Broadcom Inc.
|
66,036 | $24,945,099 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
49,716 | $17,627,802 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
18,720 | $8,940,110 | |
| 8 | QCOM |
Qualcomm Inc/De
|
30,301 | $5,599,321 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,739,127 | 25,764 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,862,563 | 29,193 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $2,886,771 | 17,253 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $959,378 | 7,784 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $663,492 | 7,636 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $531,722 | 6,318 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $554,018 | 5,342 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $749,063 | 5,695 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $678,692 | 5,757 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $452,216 | 5,299 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $245,112 | 3,603 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $270,805 | 4,291 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 | $302,403 | 6,036 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $266,615 | 4,823 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $226,582 | 2,909 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $241,351 | 2,591 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $595,029 | 7,002 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,528,400 | 40,000 | Call | Sole | 2021-05-07 | |
| 2021-03-31 | $631,230 | 7,156 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,007,200 | 40,000 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $519,343 | 6,908 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,408,800 | 30,000 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $555,348 | 11,826 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,107,680 | 21,500 | Call | Sole | 2020-08-11 | |
| 2020-06-30 | $366,873 | 7,121 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $300,897 | 7,154 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||