Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,040,015
+$2,350,815 QoQ
Shares Held
3,500
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#1,598
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026Pacific Point Advisors, LLC holds $26,256,618 across 11 Semiconductors names. MU ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
10,770 | $4,068,367 | |
| 2 | MU |
Micron Technology Inc
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|
3,500 | $4,040,015 | |
| 3 | ALAB |
Astera Labs, Inc.
|
8,000 | $3,864,160 | |
| 4 | NVDA |
Nvidia Corp
|
13,742 | $2,749,636 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,674 | $2,709,732 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,012 | $2,330,610 | |
| 7 | SITM |
SITIME Corp
|
3,000 | $2,236,680 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
6,000 | $1,999,980 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,040,015 | 3,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,689,200 | 5,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $570,820 | 2,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||