Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,415,928
+$11,011,534 QoQ
Shares Held
9,890
+726.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,076
of 3,904 holders
Holding Since
Sep 2021
10 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, 2026F/m Investments LLC holds $183,114,146 across 17 Semiconductors names. MU ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
186,662 | $70,511,570 | |
| 2 | NVDA |
Nvidia Corp
|
294,630 | $58,952,516 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
34,416 | $19,992,598 | |
| 4 | MU |
Micron Technology Inc
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|
9,890 | $11,415,928 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
21,768 | $6,484,469 | |
| 6 | TXN |
Texas Instruments Inc
|
18,844 | $5,616,831 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,536 | $2,501,317 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
7,403 | $2,013,245 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,415,928 | 9,890 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $404,394 | 1,197 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $349,056 | 1,223 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $321,058 | 3,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $316,694 | 3,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $411,313 | 3,966 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $566,631 | 4,308 | Shares | Sole | 2024-07-29 | |
| 2022-03-31 | $3,285,789 | 42,185 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $3,980,392 | 42,731 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,168,476 | 44,639 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||