Position in MU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,472,101
+$16,472,407 QoQ
Shares Held
18,602
+25.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#828
of 3,878 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $236,391,930 across 25 Semiconductors names. MU ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
369,170 | $73,867,224 | |
| 2 | AVGO |
Broadcom Inc.
|
167,775 | $63,377,005 | |
| 3 | MU |
Micron Technology Inc
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|
18,602 | $21,472,101 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,754 | $21,373,167 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
21,524 | $12,503,506 | |
| 6 | INTC |
Intel Corp
|
87,311 | $12,191,234 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,838 | $9,186,331 | |
| 8 | MCHP |
Microchip Technology Inc
|
29,181 | $2,661,306 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,472,101 | 18,602 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $4,999,694 | 14,799 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,949,217 | 13,837 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,894,062 | 11,320 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,281,307 | 10,396 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,068,833 | 12,301 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $728,741 | 8,659 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $707,198 | 6,819 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,418,682 | 10,786 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $718,303 | 6,093 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $441,463 | 5,173 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||