Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$125,397,448
+$88,536,064 QoQ
Shares Held
108,636
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.82%
of 13F equity value
Holder Rank
#383
of 3,892 holders
Holding Since
Mar 2024
8 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, 2026Main Street Research LLC holds $448,012,615 across 11 Semiconductors names. MU ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
630,053 | $126,067,304 | |
| 2 | MU |
Micron Technology Inc
This page
|
108,636 | $125,397,448 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
228,429 | $109,090,837 | |
| 4 | AVGO |
Broadcom Inc.
|
213,841 | $80,778,437 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,308 | $1,921,650 | |
| 6 | TXN |
Texas Instruments Inc
|
3,560 | $1,061,129 | |
| 7 | INTC |
Intel Corp
|
7,350 | $1,026,280 | |
| 8 | ON |
On Semiconductor Corp
|
10,363 | $979,718 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,397,448 | 108,636 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $36,861,384 | 109,109 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,519,237 | 5,323 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $999,904 | 5,976 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $730,749 | 5,929 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $203,375 | 1,961 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $306,201 | 2,328 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $293,074 | 2,486 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||