Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$76,463,632
+$60,196,636 QoQ
Shares Held
66,243
+37.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#462
of 3,878 holders
Holding Since
Dec 2024
7 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, 2026DNCA FINANCE holds $368,861,069 across 10 Semiconductors names. MU ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
405,123 | $81,061,061 | |
| 2 | MU |
Micron Technology Inc
This page
|
66,243 | $76,463,632 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
95,550 | $55,505,950 | |
| 4 | AVGO |
Broadcom Inc.
|
141,550 | $53,470,512 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
99,660 | $47,594,626 | |
| 6 | INTC |
Intel Corp
|
247,300 | $34,530,499 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
36,900 | $10,992,141 | |
| 8 | TXN |
Texas Instruments Inc
|
20,400 | $6,080,628 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,463,632 | 66,243 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,266,996 | 48,150 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,258,359 | 42,950 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,186,394 | 42,950 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,820,750 | 31,000 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,996,940 | 46,000 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,460,480 | 53,000 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||