Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$182,377
+$128,323 QoQ
Shares Held
158
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,701
of 3,877 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Osbon Capital Management LLC holds $2,580,450 across 12 Semiconductors names. MU ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,457 | $891,801 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
800 | $382,056 | |
| 3 | HIMX |
Himax Technologies, Inc.
|
21,621 | $331,666 | |
| 4 | AVGO |
Broadcom Inc.
|
721 | $272,357 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
422 | $245,144 | |
| 6 | MU |
Micron Technology Inc
This page
|
158 | $182,377 | |
| 7 | INTC |
Intel Corp
|
1,100 | $153,593 | |
| 8 | TXN |
Texas Instruments Inc
|
206 | $61,402 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,377 | 158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $54,054 | 160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,094 | 158 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||