LYELL WEALTH MANAGEMENT, LP

Position in MU — Micron Technology Inc

CIK 1686444 MENLO PARK, CA

Position in MU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,324,355

+$2,157,794 QoQ

Shares Held

2,880

-16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,724

of 3,878 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $210,535,127 across 10 Semiconductors names. MU ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	576,081	$115,268,047
2	AMD	Advanced Micro Devices Inc	69,499	$40,372,664
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	66,578	$31,795,655
4	AVGO	Broadcom Inc.	46,015	$17,382,166
5	MU	Micron Technology Inc This page	2,880	$3,324,355
6	TXN	Texas Instruments Inc	3,111	$927,295
7	INTC	Intel Corp	5,250	$733,057
8	QCOM	Qualcomm Inc/De	1,476	$272,750

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,324,355	2,880	-16.6%	Shares	Sole	2026-08-05
2026-03-31	$1,166,561	3,453	-59.2%	Shares	Sole	2026-05-07
2025-12-31	$2,413,141	8,455	-10.2%	Shares	Sole	2026-02-12
2025-09-30	$1,575,652	9,417	-5.0%	Shares	Sole	2025-11-06
2025-06-30	$1,222,270	9,917	-19.6%	Shares	Sole	2025-07-29
2025-03-31	$1,072,396	12,342	-4.7%	Shares	Sole	2025-05-08
2024-12-31	$1,089,619	12,947	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,342,733	12,947	-0.2%	Shares	Sole	2024-10-23
2024-06-30	$1,706,864	12,977	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,529,858	12,977	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$1,102,080	12,914	0.0%	Shares	Sole	2024-02-02
2023-09-30	$878,539	12,914	-12.4%	Shares	Sole	2023-10-31
2023-06-30	$930,178	14,739	-13.6%	Shares	Sole	2023-08-04
2023-03-31	$1,029,038	17,054	-0.4%	Shares	Sole	2023-05-03
2022-12-31	$855,857	17,124	+9.3%	Shares	Sole	2023-01-24
2022-09-30	$784,666	15,662	+12.9%	Shares	Sole	2022-10-24
2022-06-30	$766,844	13,872	-3.5%	Shares	Sole	2022-07-28
2022-03-31	$1,119,435	14,372	+2.8%	Shares	Sole	2022-05-04
2021-12-31	$1,302,889	13,987	0.0%	Shares	Sole	2022-02-08
2021-09-30	$992,797	13,987	-2.7%	Shares	Sole	2021-11-10
2021-06-30	$1,221,077	14,369	+12.0%	Shares	Sole	2021-08-09
2021-03-31	$1,131,910	12,832	+53.7%	Shares	Sole	2021-05-07
2020-12-31	$627,753	8,350	+54.6%	Shares	Sole	2021-02-04
2020-03-31	$227,124	5,400	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.