Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,342,053
+$5,846,767 QoQ
Shares Held
7,227
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,215
of 3,878 holders
Holding Since
Sep 2021
20 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, 2026Americana Partners, LLC holds $260,980,098 across 14 Semiconductors names. MU ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
496,037 | $99,252,043 | |
| 2 | AVGO |
Broadcom Inc.
|
259,765 | $98,126,228 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
49,021 | $23,410,958 | |
| 4 | INTC |
Intel Corp
|
79,826 | $11,146,104 | |
| 5 | TXN |
Texas Instruments Inc
|
29,892 | $8,909,908 | |
| 6 | MU |
Micron Technology Inc
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|
7,227 | $8,342,053 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
9,102 | $5,287,442 | |
| 8 | QCOM |
Qualcomm Inc/De
|
10,985 | $2,029,918 |
All Filings in MU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,342,053 | 7,227 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,495,286 | 7,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,119,169 | 7,425 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $553,159 | 3,306 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $272,505 | 2,211 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $613,964 | 7,066 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $633,808 | 7,531 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $795,455 | 7,670 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $400,377 | 3,044 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $862,954 | 7,320 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $686,560 | 8,045 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $550,498 | 8,092 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $248,337 | 3,935 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $698,676 | 11,579 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $624,050 | 12,486 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,369,383 | 27,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,538,608 | 27,833 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,430,761 | 18,369 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,691,510 | 18,159 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $850,269 | 11,979 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||