Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,189,300
+$19,593,287 QoQ
Shares Held
26,154
-16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
#715
of 3,878 holders
Holding Since
Mar 2020
26 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. MU ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
This page
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,189,300 | 26,154 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,596,013 | 31,364 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,403,974 | 32,949 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,118,653 | 30,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,018,913 | 48,835 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,537,395 | 52,220 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,830,447 | 57,396 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,016,320 | 58,011 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,234,961 | 62,609 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,202,725 | 61,097 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,234,101 | 14,461 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $758,126 | 11,144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,224,649 | 19,405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,673,288 | 27,731 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,484,306 | 29,698 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,591,927 | 31,775 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,304,899 | 41,695 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,675,736 | 60,030 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,739,472 | 50,880 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,847,362 | 40,115 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,904,848 | 140,090 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,280,897 | 150,560 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,754,348 | 143,048 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,704,385 | 142,768 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,934,749 | 154,013 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,924,884 | 164,643 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||