Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$29,138,896
+$19,957,757 QoQ
Shares Held
25,244
-7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.56%
of 13F equity value
Holder Rank
#727
of 3,871 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, 2026MV CAPITAL MANAGEMENT, INC. holds $64,641,561 across 28 Semiconductors names. MU ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
25,244 | $29,138,896 | |
| 2 | NVDA |
Nvidia Corp
|
106,629 | $21,335,396 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,488 | $4,821,671 | |
| 4 | QCOM |
Qualcomm Inc/De
|
20,696 | $3,824,413 | |
| 5 | AVGO |
Broadcom Inc.
|
4,474 | $1,690,053 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,842 | $1,070,036 | |
| 7 | TXN |
Texas Instruments Inc
|
2,623 | $781,837 | |
| 8 | INTC |
Intel Corp
|
5,032 | $702,618 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,138,896 | 25,244 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,181,139 | 27,176 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,266,900 | 28,965 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $4,860,478 | 29,049 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $3,181,822 | 25,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,300,586 | 26,477 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,595,241 | 30,837 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,138,472 | 30,262 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,748,473 | 28,499 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,344,657 | 28,371 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,810,502 | 32,933 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,221,859 | 32,660 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,015,354 | 31,934 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,954,291 | 32,388 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,597,010 | 31,953 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,557,709 | 31,092 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,618,156 | 29,272 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,316,448 | 29,740 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,746,993 | 29,490 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,029,034 | 28,586 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,266,756 | 26,674 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,200,663 | 24,948 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,621,482 | 21,568 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $899,894 | 19,163 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $831,378 | 16,137 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $517,968 | 12,315 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||