CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in MU — Micron Technology Inc
CIK 1365707
Norwell, MA
Position in MU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,793,766
+$1,015,383 QoQ
Shares Held
1,554
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,151
of 3,878 holders
Holding Since
Jun 2020
5 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $49,243,577 across 18 Semiconductors names. MU ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,758 | $19,942,368 | |
| 2 | NVDA |
Nvidia Corp
|
52,559 | $10,516,530 | |
| 3 | AVGO |
Broadcom Inc.
|
25,586 | $9,665,111 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,410 | $1,980,903 | |
| 5 | INTC |
Intel Corp
|
14,056 | $1,962,639 | |
| 6 | MU |
Micron Technology Inc
This page
|
1,554 | $1,793,766 | |
| 7 | ON |
On Semiconductor Corp
|
16,426 | $1,552,914 | |
| 8 | TXN |
Texas Instruments Inc
|
5,008 | $1,492,734 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,766 | 1,554 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $778,383 | 2,304 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $3,007 | 29 | Shares | Sole | 2024-10-09 | |
| 2020-09-30 | $4,046,543 | 86,170 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,478,272 | 86,923 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||