Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,439,398
+$5,108,602 QoQ
Shares Held
11,643
-52.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,001
of 3,891 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JB Capital LLC holds $152,899,431 across 11 Semiconductors names. MU ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
165,718 | $30,623,029 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
59,463 | $28,397,744 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
89,131 | $25,048,484 | |
| 4 | AVGO |
Broadcom Inc.
|
65,945 | $24,910,723 | |
| 5 | MU |
Micron Technology Inc
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|
11,643 | $13,439,398 | |
| 6 | NVDA |
Nvidia Corp
|
64,639 | $12,933,617 | |
| 7 | SMTC |
Semtech Corp
|
60,460 | $9,785,451 | |
| 8 | TXN |
Texas Instruments Inc
|
16,246 | $4,842,445 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,439,398 | 11,643 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,330,796 | 24,659 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,468,608 | 26,168 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,620,876 | 27,617 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,359,599 | 35,372 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,028,464 | 34,854 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,776,354 | 32,989 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||