Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,780,299
+$6,145,498 QoQ
Shares Held
5,874
+212.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#1,309
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, 2026SEEDS INVESTOR LLC holds $47,763,526 across 12 Semiconductors names. MU ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
69,387 | $13,883,644 | |
| 2 | MU |
Micron Technology Inc
This page
|
5,874 | $6,780,299 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,181 | $5,333,334 | |
| 4 | INTC |
Intel Corp
|
35,096 | $4,900,454 | |
| 5 | AVGO |
Broadcom Inc.
|
12,058 | $4,554,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
11,940 | $3,556,806 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,108 | $3,394,567 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
7,850 | $2,783,374 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,780,299 | 5,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $634,801 | 1,879 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||