Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$481,338
+$420,865 QoQ
Shares Held
417
+133.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#3,091
of 3,878 holders
Holding Since
Dec 2023
11 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, 2026Tidemark, LLC holds $5,272,722 across 14 Semiconductors names. MU ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,335 | $2,668,200 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,021 | $593,109 | |
| 3 | QCOM |
Qualcomm Inc/De
|
2,748 | $507,802 | |
| 4 | MU |
Micron Technology Inc
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|
417 | $481,338 | |
| 5 | AVGO |
Broadcom Inc.
|
1,258 | $475,209 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
583 | $278,423 | |
| 7 | INTC |
Intel Corp
|
579 | $80,845 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
252 | $75,068 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,338 | 417 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,473 | 179 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $49,090 | 172 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,471 | 212 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $26,129 | 212 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,378 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,832 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,742 | 200 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,306 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,578 | 200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $24,748 | 290 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||