Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$979,992
New position
Shares Held
849
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,595
of 3,877 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026LCM Capital Management Inc holds $30,166,921 across 11 Semiconductors names. MU ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
69,231 | $13,852,430 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
9,338 | $5,424,537 | |
| 3 | AVGO |
Broadcom Inc.
|
12,618 | $4,766,449 | |
| 4 | QCOM |
Qualcomm Inc/De
|
7,772 | $1,436,187 | |
| 5 | INTC |
Intel Corp
|
8,650 | $1,207,799 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,149 | $1,026,297 | |
| 7 | MU |
Micron Technology Inc
This page
|
849 | $979,992 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,838 | $547,521 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,992 | 849 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||