Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,314,348
+$17,851,418 QoQ
Shares Held
27,995
-34.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.52%
of 13F equity value
Holder Rank
#693
of 3,878 holders
Holding Since
Sep 2024
8 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $71,541,811 across 14 Semiconductors names. MU ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
27,995 | $32,314,348 | |
| 2 | NVDA |
Nvidia Corp
|
127,674 | $25,546,290 | |
| 3 | QCOM |
Qualcomm Inc/De
|
60,707 | $11,218,046 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
4,542 | $1,353,016 | |
| 5 | AVGO |
Broadcom Inc.
|
1,790 | $676,172 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
616 | $294,183 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
97 | $56,348 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
125 | $44,321 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,314,348 | 27,995 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,462,930 | 42,810 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,887,347 | 55,665 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,159,837 | 60,721 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,130,426 | 25,399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,250,694 | 14,394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,176,220 | 13,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,208,316 | 50,220 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||