Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,367,448
+$1,890,081 QoQ
Shares Held
2,051
+45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,964
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026May Hill Capital, LLC holds $23,707,703 across 14 Semiconductors names. MU ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
47,192 | $9,442,647 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,107 | $3,394,089 | |
| 3 | AVGO |
Broadcom Inc.
|
8,545 | $3,227,873 | |
| 4 | MU |
Micron Technology Inc
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|
2,051 | $2,367,448 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,461 | $1,429,619 | |
| 6 | INTC |
Intel Corp
|
7,627 | $1,064,958 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
12,373 | $558,269 | |
| 8 | UMC |
United Microelectronics Corp
|
16,574 | $450,978 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,367,448 | 2,051 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $477,367 | 1,413 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $267,143 | 936 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||