Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,552,519
+$1,334,256 QoQ
Shares Held
3,944
-58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,519
of 3,878 holders
Holding Since
Mar 2021
14 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, 2026Neo Ivy Capital Management holds $24,099,354 across 13 Semiconductors names. MU ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
27,208 | $5,444,048 | |
| 2 | MU |
Micron Technology Inc
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|
3,944 | $4,552,519 | |
| 3 | INTC |
Intel Corp
|
20,131 | $2,810,891 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
8,904 | $2,652,412 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,276 | $2,483,971 | |
| 6 | AVGO |
Broadcom Inc.
|
5,984 | $2,260,456 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
5,174 | $1,407,069 | |
| 8 | POWI |
Power Integrations Inc
|
11,327 | $948,749 |
All Filings in MU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,552,519 | 3,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,218,263 | 9,526 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,424,562 | 8,514 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,805,343 | 30,875 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,590,917 | 66,432 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,307,962 | 22,254 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $6,683,302 | 50,812 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $54,105 | 634 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,116,780 | 16,416 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,198,458 | 18,990 | Shares | Sole | 2023-08-16 | |
| 2022-06-30 | $304,924 | 5,516 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $553,953 | 7,112 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $398,123 | 4,274 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $198,825 | 2,254 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||