Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,174,297
+$2,245,237 QoQ
Shares Held
2,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#1,762
of 3,891 holders
Holding Since
Dec 2021
17 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, 2026NCM Capital Management, LLC holds $42,384,322 across 7 Semiconductors names. MU ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
144,339 | $28,880,790 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
7,682 | $4,462,550 | |
| 3 | MU |
Micron Technology Inc
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|
2,750 | $3,174,297 | |
| 4 | INTC |
Intel Corp
|
21,960 | $3,066,274 | |
| 5 | QCOM |
Qualcomm Inc/De
|
8,744 | $1,615,803 | |
| 6 | TXN |
Texas Instruments Inc
|
2,757 | $821,778 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,218 | $362,830 |
All Filings in MU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,174,297 | 2,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $929,060 | 2,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $784,877 | 2,750 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $543,790 | 3,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $400,562 | 3,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $282,392 | 3,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,520 | 3,250 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $337,057 | 3,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $427,472 | 3,250 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $383,142 | 3,250 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $300,226 | 3,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,329 | 3,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $222,020 | 3,518 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218,310 | 3,618 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $226,261 | 4,093 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $318,803 | 4,093 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $440,133 | 4,725 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||