Position in MU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$67,221,232
+$49,858,284 QoQ
Shares Held
58,236
+13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#500
of 3,891 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $1,088,224,090 across 34 Semiconductors names. MU ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,836,315 | $567,518,268 | |
| 2 | AVGO |
Broadcom Inc.
|
665,884 | $251,537,681 | |
| 3 | MU |
Micron Technology Inc
This page
|
58,236 | $67,221,232 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
71,085 | $41,293,987 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
65,597 | $31,327,159 | |
| 6 | QCOM |
Qualcomm Inc/De
|
153,479 | $28,361,384 | |
| 7 | INTC |
Intel Corp
|
175,809 | $24,548,210 | |
| 8 | TXN |
Texas Instruments Inc
|
57,763 | $17,217,417 |
All Filings in MU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,221,232 | 58,236 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,362,948 | 51,394 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,415,049 | 43,499 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,471,507 | 44,654 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,257,228 | 42,655 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,451,270 | 39,720 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,201,446 | 38,040 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,733,456 | 35,999 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,608,679 | 35,039 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,569,827 | 30,281 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,733,881 | 43,753 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,641,699 | 24,132 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,465,729 | 23,225 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $965,560 | 16,002 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $816,073 | 16,328 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $695,638 | 13,885 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $765,185 | 13,842 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,126,756 | 14,466 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,275,968 | 13,698 | Shares | Sole | 2022-02-22 | |
| 2020-06-30 | $263,730 | 5,119 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||