Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,739,514
+$5,492,878 QoQ
Shares Held
6,705
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,243
of 3,878 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $68,379,826 across 15 Semiconductors names. MU ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
134,011 | $26,814,260 | |
| 2 | AVGO |
Broadcom Inc.
|
26,729 | $10,096,879 | |
| 3 | QCOM |
Qualcomm Inc/De
|
47,752 | $8,824,092 | |
| 4 | MU |
Micron Technology Inc
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|
6,705 | $7,739,514 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
9,511 | $5,525,035 | |
| 6 | INTC |
Intel Corp
|
23,444 | $3,273,485 | |
| 7 | TXN |
Texas Instruments Inc
|
5,204 | $1,551,156 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,988 | $1,485,875 |
All Filings in MU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,739,514 | 6,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,246,636 | 6,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,617,133 | 5,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $878,597 | 5,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $614,894 | 4,989 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $415,681 | 4,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $360,457 | 4,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $448,545 | 4,325 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $549,663 | 4,179 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $445,742 | 3,781 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $310,637 | 3,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $334,459 | 26,444 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $281,786 | 4,465 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $323,724 | 5,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $772,490 | 15,456 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,041,879 | 20,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $523,888 | 9,477 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $601,655 | 6,459 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $479,712 | 5,645 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $523,526 | 5,935 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $522,125 | 6,945 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $383,851 | 8,174 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $403,504 | 7,832 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $293,873 | 6,987 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||