Position in MU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,833,010
+$19,995,492 QoQ
Shares Held
19,781
+135.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#808
of 3,878 holders
Holding Since
Dec 2021
11 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, 2026Trivium Point Advisory, LLC holds $106,203,252 across 11 Semiconductors names. MU ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
247,081 | $49,438,437 | |
| 2 | MU |
Micron Technology Inc
This page
|
19,781 | $22,833,010 | |
| 3 | AVGO |
Broadcom Inc.
|
25,285 | $9,551,408 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
15,647 | $9,089,498 | |
| 5 | QCOM |
Qualcomm Inc/De
|
49,055 | $9,064,873 | |
| 6 | INTC |
Intel Corp
|
28,819 | $4,023,996 | |
| 7 | TXN |
Texas Instruments Inc
|
2,127 | $633,994 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,199 | $572,606 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,833,010 | 19,781 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,837,518 | 8,399 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,988,932 | 42,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,934,744 | 41,446 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,566,558 | 20,824 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,428,488 | 27,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,062,340 | 24,505 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,439,881 | 23,526 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,735 | 2,180 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $235,780 | 2,000 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $205,395 | 2,205 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||