Barrier Capital Management, LLC
Position in MU — Micron Technology Inc
CIK 1909089
SAN FRANCISCO, CA
Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,424,009
-$3,075,345 QoQ
Shares Held
2,100
-96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#1,947
of 3,878 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Barrier Capital Management, LLC holds $36,426,593 across 6 Semiconductors names. MU ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,104 | $11,626,029 | |
| 2 | INTC |
Intel Corp
|
69,444 | $9,696,465 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,094 | $5,298,161 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,568 | $4,977,236 | |
| 5 | MU |
Micron Technology Inc
This page
|
2,100 | $2,424,009 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
6,782 | $2,404,693 |
All Filings in MU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,009 | 2,100 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $5,499,354 | 63,291 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $6,398,715 | 54,277 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,131,877 | 95,288 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,757,869 | 114,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,199,210 | 114,074 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,239,834 | 119,984 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $5,674,929 | 113,544 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,047,282 | 60,824 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||