Cannell & Spears LLC

Position in MU — Micron Technology Inc

CIK 1426319 NEW YORK, NY

Position in MU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$94,912,649

+$79,158,832 QoQ

Shares Held

82,226

+76.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#428

of 3,878 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cannell & Spears LLC holds $502,918,529 across 14 Semiconductors names. MU ranks #1 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	82,226	$94,912,649
2	ADI	Analog Devices Inc	230,677	$91,617,984
3	NVDA	Nvidia Corp	457,229	$91,486,950
4	AVGO	Broadcom Inc.	204,580	$77,280,095
5	TXN	Texas Instruments Inc	206,386	$61,517,475
6	INTC	Intel Corp	203,972	$28,480,610
7	MCHP	Microchip Technology Inc	291,276	$26,564,371
8	VSH	Vishay Intertechnology Inc	327,010	$17,586,597

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,912,649	82,226	+76.3%	Shares	Sole	2026-08-11
2026-03-31	$15,753,817	46,631	+914.6%	Shares	Sole	2026-05-15
2025-12-31	$1,311,744	4,596	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$768,500	4,593	+13.8%	Shares	Sole	2025-11-14
2025-06-30	$497,560	4,037	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$350,166	4,030	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$338,407	4,021	+0.3%	Shares	Sole	2025-02-12
2024-09-30	$415,877	4,010	0.0%	Shares	Sole	2024-11-12
2024-06-30	$527,435	4,010	0.0%	Shares	Sole	2024-08-12
2024-03-31	$472,738	4,010	+54.3%	Shares	Sole	2024-05-10
2022-03-31	$202,436	2,599	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.