Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,094,651
+$1,854,441 QoQ
Shares Held
2,681
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,772
of 3,878 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Triumph Capital Management holds $17,342,563 across 25 Semiconductors names. MU ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
28,759 | $5,754,388 | |
| 2 | MU |
Micron Technology Inc
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|
2,681 | $3,094,651 | |
| 3 | MXL |
Maxlinear, Inc
|
15,592 | $1,996,243 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,235 | $1,879,243 | |
| 5 | QCOM |
Qualcomm Inc/De
|
6,636 | $1,226,266 | |
| 6 | INTC |
Intel Corp
|
7,026 | $981,040 | |
| 7 | AVGO |
Broadcom Inc.
|
2,373 | $896,400 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
2,862 | $778,320 |
All Filings in MU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,094,651 | 2,681 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,240,210 | 3,671 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,245,243 | 4,363 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $546,634 | 3,267 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $331,665 | 2,691 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $642,117 | 7,390 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $589,120 | 7,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $230,651 | 2,224 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $225,297 | 2,640 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $260,282 | 3,826 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $234,327 | 3,713 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $237,075 | 3,929 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $206,367 | 4,129 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $209,167 | 4,175 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $257,991 | 4,667 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $285,466 | 3,665 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $237,998 | 2,555 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $262,838 | 3,703 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||