Tradewinds Capital Management, LLC
Position in MU — Micron Technology Inc
CIK 1616026
BELLINGHAM, WA
Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,848,018
+$3,394,631 QoQ
Shares Held
4,200
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#1,485
of 3,878 holders
Holding Since
Mar 2020
26 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, 2026Tradewinds Capital Management, LLC holds $8,232,670 across 14 Semiconductors names. MU ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
4,200 | $4,848,018 | |
| 2 | NVDA |
Nvidia Corp
|
11,734 | $2,347,856 | |
| 3 | INTC |
Intel Corp
|
3,285 | $458,684 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
514 | $245,470 | |
| 5 | QCOM |
Qualcomm Inc/De
|
690 | $127,505 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
82 | $47,634 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
34 | $47,000 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
105 | $34,999 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,848,018 | 4,200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,453,387 | 4,302 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,231,544 | 4,315 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $916,244 | 5,476 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $655,813 | 5,321 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $444,963 | 5,121 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $430,057 | 5,110 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $479,658 | 4,625 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $612,929 | 4,660 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $132,626 | 1,125 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $96,007 | 1,125 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $76,533 | 1,125 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $70,998 | 1,125 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $67,882 | 1,125 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $56,227 | 1,125 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $56,362 | 1,125 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $62,190 | 1,125 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $224,790 | 2,886 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $267,806 | 2,875 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $204,067 | 2,875 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $252,815 | 2,975 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $271,245 | 3,075 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $123,295 | 1,640 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $93,920 | 2,000 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $97,888 | 1,900 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $82,017 | 1,950 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||