Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,791,457
+$5,787,391 QoQ
Shares Held
6,750
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,239
of 3,871 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, 2026PCM Encore, LLC holds $77,263,304 across 16 Semiconductors names. MU ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
129,660 | $25,943,669 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
34,343 | $16,401,186 | |
| 3 | AVGO |
Broadcom Inc.
|
28,345 | $10,707,323 | |
| 4 | MU |
Micron Technology Inc
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|
6,750 | $7,791,457 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
10,628 | $6,173,911 | |
| 6 | INTC |
Intel Corp
|
18,770 | $2,620,855 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,554 | $2,548,151 | |
| 8 | UMC |
United Microelectronics Corp
|
42,950 | $1,168,669 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,791,457 | 6,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,004,066 | 5,932 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,303,752 | 4,568 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||