Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,435,936
+$1,433,937 QoQ
Shares Held
1,244
+3010.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,310
of 3,878 holders
Holding Since
Dec 2021
4 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, 2026Yarbrough Capital, LLC holds $821,609,551 across 8 Semiconductors names. MU ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,262,800 | $652,853,652 | |
| 2 | AVGO |
Broadcom Inc.
|
286,905 | $108,378,363 | |
| 3 | QCOM |
Qualcomm Inc/De
|
120,896 | $22,340,371 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
32,864 | $19,091,026 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
17,970 | $8,581,932 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
36,061 | $7,969,481 | |
| 7 | MU |
Micron Technology Inc
This page
|
1,244 | $1,435,936 | |
| 8 | SITM |
SITIME Corp
|
1,286 | $958,790 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,936 | 1,244 | Shares | Sole | 2026-08-11 | |
| 2022-12-31 | $1,999 | 40 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $1,479,910 | 19,000 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,769,850 | 19,000 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||