Position in MU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$404,394
+$55,338 QoQ
Shares Held
1,197
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 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 Mar 31, 2026F/m Investments LLC holds $115,958,633 across 12 Semiconductors names. MU ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
186,777 | $57,809,349 | |
| 2 | NVDA |
Nvidia Corp
|
282,750 | $49,311,600 | |
| 3 | TXN |
Texas Instruments Inc
|
19,180 | $3,723,605 | |
| 4 | QCOM |
Qualcomm Inc/De
|
10,387 | $1,337,637 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
12,096 | $1,135,451 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,321 | $879,021 | |
| 7 | MU |
Micron Technology Inc
This page
|
1,197 | $404,394 | |
| 8 | INDI |
indie Semiconductor, Inc.
|
104,624 | $336,889 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||