Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,068,102
+$4,652,891 QoQ
Shares Held
5,257
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#1,364
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, 2026Sunpointe, LLC holds $45,363,114 across 11 Semiconductors names. MU ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
106,176 | $21,244,755 | |
| 2 | AVGO |
Broadcom Inc.
|
20,472 | $7,733,298 | |
| 3 | MU |
Micron Technology Inc
This page
|
5,257 | $6,068,102 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,945 | $3,794,293 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
1,870 | $2,585,013 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,673 | $2,133,682 | |
| 7 | INTC |
Intel Corp
|
5,151 | $719,234 | |
| 8 | ADI |
Analog Devices Inc
|
848 | $336,800 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,068,102 | 5,257 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,415,211 | 4,189 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,180,455 | 4,136 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $671,120 | 4,011 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $487,823 | 3,958 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $299,162 | 3,443 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $278,737 | 3,312 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $267,156 | 2,576 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $342,767 | 2,606 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $318,067 | 2,698 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $233,831 | 2,740 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||