Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$311,383,578
+$219,941,101 QoQ
Shares Held
269,762
-0.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
18.70%
of 13F equity value
Holder Rank
#237
of 3,808 holders
Holding Since
Dec 2022
15 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, 2026CERTUITY, LLC holds $439,866,336 across 18 Semiconductors names. MU ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
269,762 | $311,383,578 | |
| 2 | NVDA |
Nvidia Corp
|
272,565 | $54,537,530 | |
| 3 | INTC |
Intel Corp
|
328,834 | $45,915,091 | |
| 4 | AVGO |
Broadcom Inc.
|
18,879 | $7,131,542 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
12,140 | $7,052,247 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,345 | $3,030,181 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
9,182 | $2,735,225 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
1,848 | $2,554,601 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,383,578 | 269,762 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $91,442,477 | 270,668 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $76,989,062 | 269,749 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $45,033,508 | 269,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,204,412 | 269,407 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,354,536 | 314,818 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,221,522 | 264,039 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $27,403,293 | 264,230 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,814,281 | 264,687 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $31,079,340 | 263,630 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,447,833 | 263,040 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $17,896,175 | 263,063 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,603,420 | 263,087 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,874,729 | 263,088 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,163,332 | 303,388 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||