Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,034,243
+$3,974,427 QoQ
Shares Held
6,094
-32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,291
of 3,878 holders
Holding Since
Jun 2024
6 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, 2026Three Seasons Wealth, LLC holds $29,403,723 across 11 Semiconductors names. MU ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
6,094 | $7,034,243 | |
| 2 | NVDA |
Nvidia Corp
|
32,003 | $6,403,480 | |
| 3 | INTC |
Intel Corp
|
31,671 | $4,422,221 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
12,767 | $3,803,161 | |
| 5 | AVGO |
Broadcom Inc.
|
5,204 | $1,965,811 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
1,177 | $1,627,037 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,665 | $1,548,125 | |
| 8 | TXN |
Texas Instruments Inc
|
2,968 | $884,671 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,034,243 | 6,094 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,059,816 | 9,057 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,669,516 | 12,857 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $488,909 | 2,922 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $334,568 | 3,226 | Shares | Sole | 2025-04-04 | |
| 2024-06-30 | $2,325,976 | 17,684 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||