Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,684,493
+$3,379,086 QoQ
Shares Held
3,192
+253.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,661
of 3,878 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Seascape Capital Management holds $30,725,439 across 7 Semiconductors names. MU ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
44,322 | $8,868,388 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
9,526 | $5,533,748 | |
| 3 | QCOM |
Qualcomm Inc/De
|
26,886 | $4,968,263 | |
| 4 | NXPI |
NXP Semiconductors N.V.
|
14,842 | $4,171,047 | |
| 5 | MU |
Micron Technology Inc
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|
3,192 | $3,684,493 | |
| 6 | AVGO |
Broadcom Inc.
|
8,706 | $3,288,691 | |
| 7 | ALGM |
Allegro Microsystems, Inc.
|
3,028 | $210,809 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,684,493 | 3,192 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $305,407 | 904 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $259,437 | 909 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||