Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,786,456
+$2,522,941 QoQ
Shares Held
2,414
+209.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,856
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026Lewis Asset Management, LLC holds $32,164,165 across 8 Semiconductors names. MU ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
83,017 | $16,610,871 | |
| 2 | AVGO |
Broadcom Inc.
|
14,242 | $5,379,915 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,237 | $4,784,955 | |
| 4 | MU |
Micron Technology Inc
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|
2,414 | $2,786,456 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
4,238 | $1,262,457 | |
| 6 | QCOM |
Qualcomm Inc/De
|
4,164 | $769,465 | |
| 7 | TXN |
Texas Instruments Inc
|
1,145 | $341,290 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
479 | $228,756 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,786,456 | 2,414 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $263,515 | 780 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||