Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,171,988
+$2,314,551 QoQ
Shares Held
2,748
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#1,757
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026Vann Equity Management LLC holds $26,710,948 across 10 Semiconductors names. MU ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
62,792 | $12,564,051 | |
| 2 | AVGO |
Broadcom Inc.
|
13,451 | $5,081,115 | |
| 3 | MU |
Micron Technology Inc
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|
2,748 | $3,171,988 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,832 | $2,307,618 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
4,013 | $1,195,432 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,639 | $952,111 | |
| 7 | STM |
STMicroelectronics N.V.
|
6,751 | $505,582 | |
| 8 | INTC |
Intel Corp
|
3,028 | $422,799 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171,988 | 2,748 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $857,437 | 2,538 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||