Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,577,528
+$12,150,824 QoQ
Shares Held
12,629
+75.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.61%
of 13F equity value
Holder Rank
#958
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026Left Brain Wealth Management, LLC holds $103,588,306 across 13 Semiconductors names. MU ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
148,498 | $29,712,964 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
46,062 | $21,997,829 | |
| 3 | MU |
Micron Technology Inc
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|
12,629 | $14,577,528 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
7,491 | $10,355,258 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
17,528 | $10,182,190 | |
| 6 | AVGO |
Broadcom Inc.
|
25,832 | $9,758,038 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
8,718 | $2,370,860 | |
| 8 | ALAB |
Astera Labs, Inc.
|
4,468 | $2,158,133 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,577,528 | 12,629 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,426,704 | 7,183 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $356,762 | 1,250 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||