Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,240
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,819
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Luminist Capital LLC holds $1,703,886 across 7 Semiconductors names. MU ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,704 | $1,541,491 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
152 | $72,590 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
79 | $45,891 | |
| 4 | MU |
Micron Technology Inc
This page
|
21 | $24,240 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
34 | $10,128 | |
| 6 | AVGO |
Broadcom Inc.
|
15 | $5,666 | |
| 7 | QCOM |
Qualcomm Inc/De
|
21 | $3,880 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,240 | 21 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||