Position in MU
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,664,251
+$2,104,026 QoQ
Shares Held
28,606
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Frank, Rimerman Advisors LLC holds $173,791,236 across 20 Semiconductors names. MU ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
565,454 | $98,615,177 | |
| 2 | AVGO |
Broadcom Inc.
|
82,732 | $25,606,381 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
55,558 | $18,775,826 | |
| 4 | MU |
Micron Technology Inc
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|
28,606 | $9,664,251 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
26,327 | $5,355,701 | |
| 6 | QCOM |
Qualcomm Inc/De
|
21,676 | $2,791,435 | |
| 7 | TXN |
Texas Instruments Inc
|
13,118 | $2,546,728 | |
| 8 | ADI |
Analog Devices Inc
|
7,807 | $2,483,718 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,664,251 | 28,606 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,560,225 | 26,489 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,966,918 | 17,732 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,944,268 | 15,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,789,499 | 20,595 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,304,648 | 15,502 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,558,450 | 15,027 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,574,985 | 27,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,911 | 118 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,271 | 343 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||