Position in MU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,201,227
+$24,362,307 QoQ
Shares Held
30,496
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.17%
of 13F equity value
Holder Rank
#667
of 3,878 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $76,485,770 across 30 Semiconductors names. MU ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
30,496 | $35,201,227 | |
| 2 | NVDA |
Nvidia Corp
|
115,558 | $23,122,000 | |
| 3 | AVGO |
Broadcom Inc.
|
15,764 | $5,954,851 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
7,571 | $4,398,069 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,457 | $2,301,929 | |
| 6 | INTC |
Intel Corp
|
14,153 | $1,976,183 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,305 | $1,578,368 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,789 | $532,925 |
All Filings in MU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,201,227 | 30,496 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,838,920 | 32,083 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,756,796 | 23,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,081,771 | 24,395 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,552,950 | 12,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,159,633 | 13,346 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,124,966 | 13,367 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,835,148 | 17,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $612,272 | 4,655 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $509,638 | 4,323 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $369,095 | 4,325 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $327,700 | 4,817 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $304,695 | 4,828 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $292,890 | 4,854 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $240,803 | 4,818 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $255,009 | 5,090 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $268,329 | 4,854 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $374,962 | 4,814 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $393,931 | 4,229 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $298,470 | 4,205 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $229,870 | 2,705 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||