Position in MU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,188,918
+$2,993,641 QoQ
Shares Held
3,629
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#733
of 2,132 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, 2026TCFG Investment Advisors, LLC holds $30,301,914 across 9 Semiconductors names. MU ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
70,747 | $14,155,767 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
9,600 | $5,576,736 | |
| 3 | MU |
Micron Technology Inc
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|
3,629 | $4,188,918 | |
| 4 | AVGO |
Broadcom Inc.
|
6,752 | $2,550,568 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
3,933 | $1,171,601 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,227 | $1,063,548 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
2,289 | $622,493 | |
| 8 | INTC |
Intel Corp
|
4,328 | $604,318 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,188,918 | 3,629 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,195,277 | 3,538 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||