Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,821,853
+$10,158,979 QoQ
Shares Held
13,707
-18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#933
of 3,878 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. MU ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
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|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,960 | $1,049,527 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,821,853 | 13,707 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,662,874 | 16,762 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,028,715 | 21,123 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,680,370 | 21,996 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,604,026 | 21,128 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,021,669 | 23,267 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,716,274 | 20,393 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,562,183 | 15,063 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,618,082 | 12,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $966,108 | 8,195 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $986,701 | 11,562 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $972,897 | 14,301 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,092,434 | 17,310 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,249,943 | 20,715 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $965,863 | 19,325 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $484,166 | 9,664 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||