Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,923,431
+$2,749,418 QoQ
Shares Held
5,998
-51.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,299
of 3,878 holders
Holding Since
Mar 2024
9 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, 2026Kercheville Advisors, LLC holds $46,631,897 across 7 Semiconductors names. MU ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
111,087 | $22,227,397 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
17,100 | $9,933,561 | |
| 3 | MU |
Micron Technology Inc
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|
5,998 | $6,923,431 | |
| 4 | INTC |
Intel Corp
|
35,381 | $4,940,249 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
5,014 | $1,493,620 | |
| 6 | AVGO |
Broadcom Inc.
|
1,915 | $723,391 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
1,435 | $390,248 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,923,431 | 5,998 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,174,013 | 12,355 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,283,280 | 8,000 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $2,132,348 | 17,301 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $988,373 | 11,375 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,782,088 | 21,175 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,575,402 | 34,475 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,639,720 | 35,275 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,074,864 | 17,600 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||