Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$23,556,750
+$16,617,517 QoQ
Shares Held
20,408
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#798
of 3,878 holders
Holding Since
Mar 2020
26 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, 2026Roundview Capital LLC holds $125,665,747 across 12 Semiconductors names. MU ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
182,409 | $36,498,216 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
75,890 | $36,242,787 | |
| 3 | MU |
Micron Technology Inc
This page
|
20,408 | $23,556,750 | |
| 4 | AVGO |
Broadcom Inc.
|
28,645 | $10,820,648 | |
| 5 | TXN |
Texas Instruments Inc
|
20,741 | $6,182,269 | |
| 6 | STM |
STMicroelectronics N.V.
|
50,392 | $3,773,856 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
5,440 | $3,160,150 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
1,946 | $2,690,072 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,556,750 | 20,408 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,939,233 | 20,540 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,177,908 | 18,142 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,498,254 | 14,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,223,995 | 9,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,177,967 | 13,557 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $792,450 | 9,416 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $962,532 | 9,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,432,756 | 10,893 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $915,651 | 7,767 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $654,216 | 7,666 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $522,198 | 7,676 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $926,454 | 14,680 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $696,745 | 11,547 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $578,668 | 11,578 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $583,113 | 11,639 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $650,037 | 11,759 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $909,988 | 11,683 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,083,800 | 11,635 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,197,503 | 16,871 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,426,729 | 16,789 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,107,564 | 12,556 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $724,509 | 9,637 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $440,531 | 9,381 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $483,309 | 9,381 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $392,924 | 9,342 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||