Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,280,491
+$4,543,319 QoQ
Shares Held
5,441
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,341
of 3,878 holders
Holding Since
Dec 2021
13 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, 2026Optas, LLC holds $64,776,187 across 16 Semiconductors names. MU ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
146,976 | $29,408,426 | |
| 2 | AVGO |
Broadcom Inc.
|
34,470 | $13,021,041 | |
| 3 | MU |
Micron Technology Inc
This page
|
5,441 | $6,280,491 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,391 | $4,874,414 | |
| 5 | INTC |
Intel Corp
|
26,664 | $3,723,093 | |
| 6 | TXN |
Texas Instruments Inc
|
4,779 | $1,424,475 | |
| 7 | QCOM |
Qualcomm Inc/De
|
5,800 | $1,071,780 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,191 | $1,046,354 |
All Filings in MU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,280,491 | 5,441 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $1,737,172 | 5,142 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $1,294,904 | 4,537 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $718,638 | 4,295 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $458,366 | 3,719 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $526,900 | 6,064 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $533,657 | 6,341 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $543,336 | 5,239 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $665,935 | 5,063 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $636,840 | 5,402 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $431,136 | 5,052 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $259,601 | 3,816 | Shares | Other | 2023-10-31 | |
| 2021-12-31 | $206,606 | 2,218 | Shares | Other | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||