Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$296,652
+$139,219 QoQ
Shares Held
257
-44.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,420
of 3,878 holders
Holding Since
Mar 2025
6 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, 2026SWAN Capital LLC holds $2,240,324 across 17 Semiconductors names. MU ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,150 | $1,230,553 | |
| 2 | MU |
Micron Technology Inc
This page
|
257 | $296,652 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
426 | $247,467 | |
| 4 | INTC |
Intel Corp
|
806 | $112,541 | |
| 5 | AVGO |
Broadcom Inc.
|
249 | $94,059 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
184 | $87,872 | |
| 7 | ALAB |
Astera Labs, Inc.
|
110 | $53,132 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
80 | $23,831 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,652 | 257 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $157,433 | 466 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $77,346 | 271 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,328 | 247 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,608 | 224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,378 | 200 | Shares | Sole | 2025-05-23 | |
| No filing history on record for this holder in this stock. | ||||||