Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,718,735
New position
Shares Held
19,682
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#811
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, 2026DDD Partners, LLC holds $142,756,507 across 8 Semiconductors names. MU ranks #4 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
80,758 | $30,506,334 | |
| 2 | NVDA |
Nvidia Corp
|
118,084 | $23,627,427 | |
| 3 | TXN |
Texas Instruments Inc
|
76,410 | $22,775,528 | |
| 4 | MU |
Micron Technology Inc
This page
|
19,682 | $22,718,735 | |
| 5 | QCOM |
Qualcomm Inc/De
|
118,071 | $21,818,340 | |
| 6 | ON |
On Semiconductor Corp
|
208,157 | $19,679,162 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,829 | $873,475 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,304 | $757,506 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,718,735 | 19,682 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||