Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$791,842
+$686,138 QoQ
Shares Held
686
-45.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,726
of 3,878 holders
Holding Since
Mar 2022
13 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, 2026TOBAM holds $33,087,324 across 9 Semiconductors names. MU ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
65,531 | $13,112,097 | |
| 2 | AVGO |
Broadcom Inc.
|
18,943 | $7,155,718 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
7,669 | $4,454,998 | |
| 4 | ALAB |
Astera Labs, Inc.
|
6,114 | $2,953,184 | |
| 5 | INTC |
Intel Corp
|
13,483 | $1,882,631 | |
| 6 | QCOM |
Qualcomm Inc/De
|
9,684 | $1,789,506 | |
| 7 | MU |
Micron Technology Inc
This page
|
686 | $791,842 | |
| 8 | ON |
On Semiconductor Corp
|
5,937 | $561,283 |
All Filings in MU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,842 | 686 | Shares | Sole | 2026-07-31 | |
| 2024-12-31 | $105,704 | 1,256 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $196,737 | 1,897 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $778,526 | 5,919 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $566,815 | 4,808 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $410,314 | 4,808 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $327,088 | 4,808 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $303,432 | 4,808 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $290,114 | 4,808 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $183,376 | 3,669 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $37,975 | 758 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $41,902 | 758 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $59,040 | 758 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||