Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$36,525,198
+$32,005,575 QoQ
Shares Held
31,643
+136.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#654
of 3,878 holders
Holding Since
Sep 2024
8 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, 2026Howard Capital Management Inc. holds $322,311,273 across 14 Semiconductors names. MU ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
619,923 | $124,040,393 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
110,143 | $63,983,170 | |
| 3 | AVGO |
Broadcom Inc.
|
105,611 | $39,894,555 | |
| 4 | MU |
Micron Technology Inc
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|
31,643 | $36,525,198 | |
| 5 | INTC |
Intel Corp
|
121,906 | $17,021,734 | |
| 6 | ADI |
Analog Devices Inc
|
24,884 | $9,883,178 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
25,878 | $7,708,797 | |
| 8 | TXN |
Texas Instruments Inc
|
25,090 | $7,478,576 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,525,198 | 31,643 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,519,623 | 13,378 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,348,813 | 29,252 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,783,009 | 28,586 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,501,779 | 28,412 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,314,836 | 26,641 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,585,479 | 30,721 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,090,765 | 29,802 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||