Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,317,429
+$4,577,553 QoQ
Shares Held
5,473
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,337
of 3,877 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, 2026Truvestments Capital LLC holds $109,856,081 across 36 Semiconductors names. MU ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
176,437 | $35,303,279 | |
| 2 | AVGO |
Broadcom Inc.
|
52,990 | $20,016,972 | |
| 3 | QCOM |
Qualcomm Inc/De
|
45,445 | $8,397,781 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
27,568 | $8,212,231 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
25,352 | $6,894,476 | |
| 6 | TXN |
Texas Instruments Inc
|
21,742 | $6,480,637 | |
| 7 | MU |
Micron Technology Inc
This page
|
5,473 | $6,317,429 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
10,418 | $6,051,920 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,317,429 | 5,473 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,739,876 | 5,150 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,231,258 | 4,314 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $700,903 | 4,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $451,464 | 3,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,104 | 3,661 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $389,071 | 4,623 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $471,776 | 4,549 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $432,207 | 3,286 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $428,883 | 3,638 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $336,324 | 3,941 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,031 | 4,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $234,579 | 3,717 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $224,042 | 3,713 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,844 | 5,299 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $385,018 | 7,685 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $430,686 | 7,791 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $619,069 | 7,948 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $714,367 | 7,669 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $527,523 | 7,432 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $625,962 | 7,366 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $675,600 | 7,659 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $500,022 | 6,651 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $285,422 | 6,078 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $193,509 | 3,756 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $78,147 | 1,858 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||