Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$12,093,494
+$5,266,087 QoQ
Shares Held
10,477
-48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
#1,044
of 3,891 holders
Holding Since
Mar 2022
18 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, 2026SEAVIEW INVESTMENT MANAGERS LLC holds $59,186,700 across 8 Semiconductors names. MU ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
21,945 | $12,748,069 | |
| 2 | MU |
Micron Technology Inc
This page
|
10,477 | $12,093,494 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
24,839 | $11,862,360 | |
| 4 | NVDA |
Nvidia Corp
|
55,710 | $11,147,012 | |
| 5 | AVGO |
Broadcom Inc.
|
28,015 | $10,582,665 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
1,083 | $294,520 | |
| 7 | ALAB |
Astera Labs, Inc.
|
514 | $248,271 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
706 | $210,309 |
All Filings in MU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,093,494 | 10,477 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,827,407 | 20,209 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $759,761 | 2,662 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $468,160 | 2,798 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $353,234 | 2,866 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,854,194 | 113,410 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,922,138 | 106,014 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $334,152 | 3,222 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $336,453 | 2,558 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $293,663 | 2,491 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $222,651 | 2,609 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $218,647 | 3,214 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $200,311 | 3,174 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $226,455 | 3,753 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $249,749 | 4,997 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $399,797 | 7,980 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,244,689 | 94,875 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $6,874,881 | 88,264 | Shares | Defined | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||