Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$104,883,406
+$69,859,534 QoQ
Shares Held
90,864
-12.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
15.18%
of 13F equity value
Holder Rank
#411
of 3,878 holders
Holding Since
Mar 2020
25 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, 2026JACKSON SQUARE CAPITAL, LLC holds $195,251,927 across 9 Semiconductors names. MU ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
90,864 | $104,883,406 | |
| 2 | NVDA |
Nvidia Corp
|
210,075 | $42,033,906 | |
| 3 | AVGO |
Broadcom Inc.
|
74,650 | $28,199,037 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
28,218 | $10,005,256 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,317 | $3,971,949 | |
| 6 | INTC |
Intel Corp
|
25,045 | $3,497,033 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
5,666 | $1,687,844 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,096 | $636,677 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,883,406 | 90,864 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,023,872 | 103,670 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,567,202 | 110,603 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,971,506 | 107,408 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $14,325,717 | 116,233 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,626,352 | 99,279 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,355,320 | 99,279 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,846,793 | 114,230 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $19,003,980 | 144,484 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $16,673,182 | 141,430 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,426,499 | 122,176 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,188,757 | 90,971 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,741,179 | 90,971 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,730,550 | 94,971 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,744,151 | 94,921 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,567,817 | 91,174 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,040,098 | 91,174 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,136,904 | 91,628 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,556,945 | 91,862 | Shares | Sole | 2022-01-19 | |
| 2021-06-30 | $7,484,358 | 88,072 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $7,758,598 | 87,956 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $6,492,619 | 86,361 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $3,802,820 | 80,980 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,172,089 | 80,980 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $3,406,018 | 80,980 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||