Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,663,331
+$736,299 QoQ
Shares Held
1,441
-47.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#2,208
of 3,891 holders
Holding Since
Mar 2025
5 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, 2026Severin Investments, LLC holds $14,742,763 across 10 Semiconductors names. MU ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
16,319 | $3,265,268 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,586 | $3,145,276 | |
| 3 | AVGO |
Broadcom Inc.
|
7,176 | $2,710,734 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,986 | $1,734,597 | |
| 5 | MU |
Micron Technology Inc
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|
1,441 | $1,663,331 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,102 | $626,164 | |
| 7 | QCOM |
Qualcomm Inc/De
|
2,950 | $545,130 | |
| 8 | TXN |
Texas Instruments Inc
|
1,452 | $432,797 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,663,331 | 1,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $927,032 | 2,744 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $803,999 | 2,817 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $475,021 | 2,839 | Shares | Sole | 2025-12-03 | |
| 2025-03-31 | $376,581 | 4,334 | Shares | Sole | 2025-12-03 | |
| No filing history on record for this holder in this stock. | ||||||