Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,537,502
+$77,856,499 QoQ
Shares Held
102,693
-14.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#388
of 3,878 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. MU ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,443,734 | $288,876,736 | |
| 2 | AVGO |
Broadcom Inc.
|
350,604 | $132,440,661 | |
| 3 | MU |
Micron Technology Inc
This page
|
102,693 | $118,537,502 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
240,719 | $114,960,172 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
79,986 | $46,464,667 | |
| 6 | INTC |
Intel Corp
|
201,768 | $28,172,865 | |
| 7 | QCOM |
Qualcomm Inc/De
|
127,861 | $23,627,434 | |
| 8 | ADI |
Analog Devices Inc
|
47,826 | $18,995,052 |
All Filings in MU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,537,502 | 102,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,681,003 | 120,415 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,444,364 | 131,195 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,629,672 | 63,529 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,346,316 | 59,605 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,045,789 | 58,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,887,592 | 58,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,156,130 | 20,790 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,461,189 | 18,712 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,777,426 | 15,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $971,851 | 11,388 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $372,600 | 5,477 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $344,390 | 5,457 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||