Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,140,437
+$9,156,985 QoQ
Shares Held
8,785
+201.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,128
of 3,892 holders
Holding Since
Jun 2020
15 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, 2026Edgestream Partners, L.P. holds $98,607,440 across 20 Semiconductors names. MU ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
150,949 | $30,203,385 | |
| 2 | MU |
Micron Technology Inc
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|
8,785 | $10,140,437 | |
| 3 | INTC |
Intel Corp
|
61,472 | $8,583,335 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
92,188 | $6,418,128 | |
| 5 | CRUS |
Cirrus Logic, Inc.
|
41,993 | $6,237,220 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
8,762 | $5,089,933 | |
| 7 | DIOD |
Diodes Inc /Del/
|
41,879 | $4,583,237 | |
| 8 | MCHP |
Microchip Technology Inc
|
45,504 | $4,149,964 |
All Filings in MU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,140,437 | 8,785 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $983,452 | 2,911 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,029,188 | 3,606 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,114,972 | 30,570 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $797,674 | 6,472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $749,860 | 8,630 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $394,710 | 4,690 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $571,234 | 5,508 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,686,763 | 20,427 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $1,672,099 | 26,495 | Shares | Sole | 2023-08-10 | |
| 2022-03-31 | $544,762 | 6,994 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $6,326,518 | 89,131 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,780,263 | 115,089 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $404,167 | 5,376 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $9,582,410 | 185,994 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||