Position in MU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,880,338
+$672,223 QoQ
Shares Held
1,629
-54.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,124
of 3,878 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, 2026Blue Fin Capital, Inc. holds $150,538,812 across 8 Semiconductors names. MU ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
557,807 | $111,611,602 | |
| 2 | AVGO |
Broadcom Inc.
|
40,281 | $15,216,147 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
22,335 | $12,974,624 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
20,369 | $7,222,236 | |
| 5 | MU |
Micron Technology Inc
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|
1,629 | $1,880,338 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,989 | $737,127 | |
| 7 | INTC |
Intel Corp
|
3,238 | $452,121 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
931 | $444,617 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,338 | 1,629 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,208,115 | 3,576 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,000,076 | 3,504 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $593,316 | 3,546 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $437,044 | 3,546 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $412,454 | 3,977 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $582,546 | 4,429 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $509,520 | 4,322 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||