Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,114,271
+$20,568,940 QoQ
Shares Held
26,089
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.76%
of 13F equity value
Holder Rank
#716
of 3,878 holders
Holding Since
Dec 2020
9 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, 2026BECK CAPITAL MANAGEMENT, LLC holds $87,984,521 across 9 Semiconductors names. MU ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
26,089 | $30,114,271 | |
| 2 | NVDA |
Nvidia Corp
|
148,964 | $29,806,206 | |
| 3 | AVGO |
Broadcom Inc.
|
43,484 | $16,426,081 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
20,537 | $9,807,855 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
836 | $485,640 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
1,651 | $448,989 | |
| 7 | SMTC |
Semtech Corp
|
2,235 | $361,734 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,004 | $299,081 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,114,271 | 26,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,545,331 | 28,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,539,675 | 26,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,910,101 | 23,369 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $3,125,941 | 23,766 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $1,323,493 | 18,646 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,517,317 | 17,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,576,209 | 40,542 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,021,935 | 40,196 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||