Oak Thistle LLC

Position in MU — Micron Technology Inc

CIK 1755987 NEW YORK, NY

Position in MU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,131,588

-$6,573,898 QoQ

Shares Held

5,312

-85.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,351

of 3,878 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $39,507,523 across 8 Semiconductors names. MU ranks #5 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXN	Texas Instruments Inc	25,357	$7,558,160
2	AMD	Advanced Micro Devices Inc	12,431	$7,221,292
3	INTC	Intel Corp	51,716	$7,221,105
4	ON	On Semiconductor Corp	72,145	$6,820,588
5	MU	Micron Technology Inc This page	5,312	$6,131,588
6	NVDA	Nvidia Corp	15,211	$3,043,568
7	QCOM	Qualcomm Inc/De	4,175	$771,498
8	QRVO	Qorvo, Inc.	7,931	$739,724

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,131,588	5,312	-85.9%	Shares	Sole	2026-07-21
2026-03-31	$12,705,486	37,608	+643.2%	Shares	Sole	2026-04-13
2025-12-31	$1,444,174	5,060	-86.8%	Shares	Sole	2026-01-21
2025-09-30	$6,407,017	38,292	+0.1%	Shares	Sole	2025-10-07
2025-06-30	$4,714,312	38,250	+188.3%	Shares	Sole	2025-08-08
2024-12-31	$1,116,466	13,266	+89.1%	Shares	Sole	2025-01-14
2024-09-30	$727,421	7,014	-62.9%	Shares	Sole	2024-11-12
2023-12-31	$1,612,840	18,899	+52.1%	Shares	Sole	2024-01-22
2023-06-30	$784,015	12,423	+85.8%	Shares	Sole	2023-07-26
2022-03-31	$520,928	6,688	+199.0%	Shares	Other	2022-05-10
2021-12-31	$208,376	2,237	—	Shares	Other	2022-01-25
No filing history on record for this holder in this stock.