Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,371,680
+$6,618,284 QoQ
Shares Held
8,119
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.09%
of 13F equity value
Holder Rank
#1,161
of 3,892 holders
Holding Since
Dec 2024
7 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, 2026Ring Mountain Capital, LLC holds $42,610,284 across 8 Semiconductors names. MU ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
62,029 | $12,411,382 | |
| 2 | MU |
Micron Technology Inc
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|
8,119 | $9,371,680 | |
| 3 | AVGO |
Broadcom Inc.
|
19,113 | $7,219,935 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
20,656 | $6,153,215 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
8,979 | $5,215,990 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,536 | $1,688,687 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
207 | $286,148 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
968 | $263,247 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,371,680 | 8,119 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,753,396 | 8,150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,836 | 7,818 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,325,007 | 7,919 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $905,517 | 7,347 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $670,703 | 7,719 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $657,626 | 7,814 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||