Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,570,988
+$1,171,999 QoQ
Shares Held
1,361
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,250
of 3,891 holders
Holding Since
Jun 2024
8 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, 2026Tradewinds, LLC. holds $6,602,879 across 6 Semiconductors names. MU ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
6,010 | $2,270,277 | |
| 2 | MU |
Micron Technology Inc
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|
1,361 | $1,570,988 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,812 | $1,342,926 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,530 | $888,792 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
2,372 | $362,821 | |
| 6 | NVDA |
Nvidia Corp
|
835 | $167,075 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,988 | 1,361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $398,989 | 1,181 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $348,200 | 1,220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,667 | 1,277 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $223,741 | 2,575 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $214,776 | 2,552 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,198,755 | 21,201 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,270,733 | 17,264 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||