Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,120,429
+$8,226,492 QoQ
Shares Held
9,634
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,080
of 3,878 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $144,946,060 across 20 Semiconductors names. MU ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
323,844 | $64,797,945 | |
| 2 | AVGO |
Broadcom Inc.
|
102,089 | $38,564,119 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
38,202 | $11,379,993 | |
| 4 | MU |
Micron Technology Inc
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|
9,634 | $11,120,429 | |
| 5 | INTC |
Intel Corp
|
54,482 | $7,607,321 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,635 | $2,692,517 | |
| 7 | TXN |
Texas Instruments Inc
|
6,786 | $2,022,703 | |
| 8 | ADI |
Analog Devices Inc
|
4,112 | $1,633,163 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,120,429 | 9,634 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,893,937 | 8,566 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,623,203 | 9,191 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,372,024 | 8,200 | Shares | Sole | 2025-11-07 | |
| 2024-09-30 | $260,726 | 2,514 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $393,537 | 2,992 | Shares | Sole | 2024-07-22 | |
| 2021-06-30 | $549,225 | 6,463 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||