Position in MU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$29,344,360
+$13,647,976 QoQ
Shares Held
25,422
-45.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#726
of 3,878 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $124,724,975 across 11 Semiconductors names. MU ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
190,133 | $38,043,711 | |
| 2 | MU |
Micron Technology Inc
This page
|
25,422 | $29,344,360 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
62,376 | $18,581,186 | |
| 4 | AVGO |
Broadcom Inc.
|
35,768 | $13,511,362 | |
| 5 | MCHP |
Microchip Technology Inc
|
120,294 | $10,970,812 | |
| 6 | ADI |
Analog Devices Inc
|
21,344 | $8,477,196 | |
| 7 | INTC |
Intel Corp
|
18,424 | $2,572,543 | |
| 8 | TXN |
Texas Instruments Inc
|
4,401 | $1,311,806 |
All Filings in MU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,344,360 | 25,422 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15,696,384 | 46,461 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,421,392 | 85,566 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $19,222,223 | 114,883 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,598,889 | 126,563 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $11,399,012 | 131,189 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $11,982,531 | 142,378 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,767,058 | 142,388 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $19,502,741 | 148,276 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $19,275,368 | 163,503 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $14,128,292 | 165,553 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $11,334,817 | 166,615 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,633,340 | 168,489 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,098,200 | 167,355 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $8,380,745 | 167,682 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $8,442,751 | 168,518 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $13,295,005 | 240,503 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $18,226,181 | 233,999 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||