Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,642,169
+$3,814,117 QoQ
Shares Held
4,888
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#1,406
of 3,878 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Encompass More Asset Management holds $16,759,145 across 12 Semiconductors names. MU ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
4,888 | $5,642,169 | |
| 2 | NVDA |
Nvidia Corp
|
27,610 | $5,524,484 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,047 | $1,189,122 | |
| 4 | INTC |
Intel Corp
|
6,567 | $916,950 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
3,113 | $846,580 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,320 | $630,392 | |
| 7 | SITM |
SITIME Corp
|
820 | $611,359 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,258 | $374,745 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,642,169 | 4,888 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,828,052 | 5,411 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,466,436 | 5,138 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,105,722 | 12,585 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||