Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,527,894
+$1,937,013 QoQ
Shares Held
2,190
+25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,923
of 3,878 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $53,029,761 across 37 Semiconductors names. MU ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
25,820 | $14,999,095 | |
| 2 | NVDA |
Nvidia Corp
|
72,730 | $14,552,544 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
24,638 | $6,924,017 | |
| 4 | AVGO |
Broadcom Inc.
|
11,068 | $4,180,936 | |
| 5 | MU |
Micron Technology Inc
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|
2,190 | $2,527,894 | |
| 6 | INTC |
Intel Corp
|
14,650 | $2,045,579 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,146 | $1,980,004 | |
| 8 | ADI |
Analog Devices Inc
|
4,408 | $1,750,724 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,894 | 2,190 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $590,881 | 1,749 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,546 | 79 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $49,693 | 297 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $64,829 | 526 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $47,094 | 542 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $52,515 | 624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,816 | 355 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $35,775 | 272 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,394 | 173 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||