Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,355,519
+$12,914,268 QoQ
Shares Held
15,902
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#880
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, 2026CVFG LLC holds $77,224,376 across 9 Semiconductors names. MU ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,828 | $27,978,184 | |
| 2 | MU |
Micron Technology Inc
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|
15,902 | $18,355,519 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
27,119 | $15,753,698 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
16,710 | $5,569,944 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,109 | $4,827,755 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
11,246 | $2,931,157 | |
| 7 | AVGO |
Broadcom Inc.
|
3,082 | $1,164,225 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,320 | $393,214 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,355,519 | 15,902 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,441,251 | 16,106 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||