Position in MU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,630,625
+$4,969,116 QoQ
Shares Held
7,477
-31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#1,202
of 3,878 holders
Holding Since
Dec 2021
19 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, 2026GFG Capital, LLC holds $31,108,365 across 9 Semiconductors names. MU ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
50,747 | $10,153,967 | |
| 2 | MU |
Micron Technology Inc
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|
7,477 | $8,630,625 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,354 | $4,852,921 | |
| 4 | QCOM |
Qualcomm Inc/De
|
18,857 | $3,484,584 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,392 | $2,097,486 | |
| 6 | AVGO |
Broadcom Inc.
|
3,448 | $1,302,482 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
787 | $214,024 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
1,390 | $212,614 |
All Filings in MU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,630,625 | 7,477 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $3,661,509 | 10,838 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $4,962,708 | 17,388 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,090,400 | 18,470 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,371,010 | 27,351 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,344,639 | 26,984 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,830,143 | 21,746 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,217,942 | 21,386 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,746,872 | 20,884 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,549,724 | 21,628 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,029,299 | 23,779 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,782,862 | 26,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,717,286 | 27,211 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,778,400 | 29,473 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,100,209 | 22,013 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,149,243 | 22,939 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,149,492 | 20,794 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,403,499 | 18,019 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $212,009 | 2,276 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||