Position in MU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,999,694
+$1,050,477 QoQ
Shares Held
14,799
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 4.142171768362727.ToString("F0")%
Shared 0.ToString("F0")%
None 95.85782823163727.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Compound Planning, Inc. holds $147,114,417 across 23 Semiconductors names. MU ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
346,487 | $60,427,332 | |
| 2 | AVGO |
Broadcom Inc.
|
133,261 | $41,245,611 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
43,812 | $14,806,264 | |
| 4 | INTC |
Intel Corp
|
125,089 | $5,520,177 | |
| 5 | MU |
Micron Technology Inc
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|
14,799 | $4,999,694 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
23,298 | $4,739,511 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
37,599 | $3,724,180 | |
| 8 | ADI |
Analog Devices Inc
|
5,887 | $1,872,889 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||