Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,169,294
+$8,309,147 QoQ
Shares Held
8,810
+60.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#1,121
of 3,878 holders
Holding Since
Sep 2025
4 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, 2026Portfolio Design Labs, LLC holds $87,774,860 across 12 Semiconductors names. MU ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
161,171 | $32,248,705 | |
| 2 | AVGO |
Broadcom Inc.
|
36,233 | $13,687,015 | |
| 3 | MU |
Micron Technology Inc
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|
8,810 | $10,169,294 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
15,798 | $9,177,216 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
14,434 | $6,893,245 | |
| 6 | INTC |
Intel Corp
|
38,785 | $5,415,549 | |
| 7 | QCOM |
Qualcomm Inc/De
|
18,755 | $3,465,736 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
7,492 | $2,231,791 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,169,294 | 8,810 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,860,147 | 5,506 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,356,136 | 11,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,930,036 | 11,535 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||