Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,951,519
-$578,717 QoQ
Shares Held
2,557
-79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,821
of 3,878 holders
Holding Since
Mar 2021
4 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, 2026O'Neil Global Advisors, Inc. holds $40,088,799 across 10 Semiconductors names. MU ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
80,191 | $11,197,069 | |
| 2 | MXL |
Maxlinear, Inc
|
79,729 | $10,207,703 | |
| 3 | NVDA |
Nvidia Corp
|
28,270 | $5,656,544 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
11,689 | $4,446,144 | |
| 5 | MU |
Micron Technology Inc
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|
2,557 | $2,951,519 | |
| 6 | STM |
STMicroelectronics N.V.
|
17,488 | $1,309,676 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
3,558 | $1,185,988 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
7,740 | $1,183,910 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,951,519 | 2,557 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $3,530,236 | 12,369 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $559,852 | 3,346 | Shares | Sole | 2025-11-10 | |
| 2021-03-31 | $2,822,720 | 32,000 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||