Davis Investment Partners, LLC

Position in MU — Micron Technology Inc

CIK 1963865 CHARLOTTE, NC

Position in MU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$342,824

New position

Shares Held

297

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,334

of 3,891 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Davis Investment Partners, LLC holds $3,892,916 across 6 Semiconductors names. MU ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADI	Analog Devices Inc	5,225	$2,075,213
2	NVDA	Nvidia Corp	2,747	$549,647
3	AVGO	Broadcom Inc.	1,082	$408,725
4	MU	Micron Technology Inc This page	297	$342,824
5	QCOM	Qualcomm Inc/De	1,435	$265,173
6	INTC	Intel Corp	1,800	$251,334

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,824	297	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.