Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,135,435
+$12,638,447 QoQ
Shares Held
14,845
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#900
of 3,878 holders
Holding Since
Dec 2023
10 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, 2026Sivia Capital Partners, LLC holds $70,846,576 across 14 Semiconductors names. MU ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
145,227 | $29,058,470 | |
| 2 | MU |
Micron Technology Inc
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|
14,845 | $17,135,435 | |
| 3 | AVGO |
Broadcom Inc.
|
26,632 | $10,060,238 | |
| 4 | INTC |
Intel Corp
|
26,007 | $3,631,357 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,805 | $2,791,272 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,290 | $2,526,345 | |
| 7 | QCOM |
Qualcomm Inc/De
|
10,693 | $1,975,959 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
12,289 | $833,194 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,135,435 | 14,845 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,496,988 | 13,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,734,513 | 9,581 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,064,489 | 6,362 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $434,826 | 3,528 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $251,981 | 2,900 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $248,592 | 2,397 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $320,670 | 2,438 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $287,887 | 2,442 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $208,058 | 2,438 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||