Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$674,105
New position
Shares Held
584
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,844
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $87,610,368 across 8 Semiconductors names. MU ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
341,989 | $68,428,579 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
32,583 | $9,706,149 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,311 | $5,401,794 | |
| 4 | AVGO |
Broadcom Inc.
|
5,486 | $2,072,336 | |
| 5 | MU |
Micron Technology Inc
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|
584 | $674,105 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
932 | $541,408 | |
| 7 | ADI |
Analog Devices Inc
|
1,202 | $477,398 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,670 | $308,599 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,105 | 584 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||