Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,707,964
+$4,314,712 QoQ
Shares Held
4,945
+19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#1,399
of 3,877 holders
Holding Since
Dec 2023
11 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, 2026EWA, LLC holds $31,702,716 across 14 Semiconductors names. MU ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
69,818 | $13,969,883 | |
| 2 | MU |
Micron Technology Inc
This page
|
4,945 | $5,707,964 | |
| 3 | AVGO |
Broadcom Inc.
|
11,456 | $4,327,504 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
4,385 | $2,547,290 | |
| 5 | INTC |
Intel Corp
|
8,236 | $1,149,992 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,667 | $796,109 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
2,198 | $654,762 | |
| 8 | ADI |
Analog Devices Inc
|
1,379 | $547,697 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,707,964 | 4,945 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,393,252 | 4,124 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $995,795 | 3,489 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $570,561 | 3,410 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $398,344 | 3,232 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $248,939 | 2,865 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $238,172 | 2,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $311,752 | 3,006 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $430,366 | 3,272 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $341,173 | 2,894 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $203,023 | 2,379 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||