Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,856,867
+$1,988,957 QoQ
Shares Held
2,475
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#1,838
of 3,878 holders
Holding Since
Mar 2024
9 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, 2026Jacobsen Capital Management holds $20,812,647 across 9 Semiconductors names. MU ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
49,251 | $9,854,632 | |
| 2 | AVGO |
Broadcom Inc.
|
9,611 | $3,630,555 | |
| 3 | MU |
Micron Technology Inc
This page
|
2,475 | $2,856,867 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,667 | $2,130,196 | |
| 5 | INTC |
Intel Corp
|
7,825 | $1,092,604 | |
| 6 | TXN |
Texas Instruments Inc
|
1,296 | $386,298 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,812 | $334,839 | |
| 8 | ADI |
Analog Devices Inc
|
777 | $308,601 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,856,867 | 2,475 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $867,910 | 2,569 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $771,748 | 2,704 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $456,616 | 2,729 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $324,763 | 2,635 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $204,017 | 2,348 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $232,310 | 2,240 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $283,841 | 2,158 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $261,951 | 2,222 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||