Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,697,190
+$6,510,684 QoQ
Shares Held
8,401
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#1,140
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026Bull Harbor Capital LLC holds $33,253,513 across 12 Semiconductors names. MU ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
50,919 | $10,188,382 | |
| 2 | MU |
Micron Technology Inc
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|
8,401 | $9,697,190 | |
| 3 | AVGO |
Broadcom Inc.
|
12,128 | $4,581,352 | |
| 4 | INTC |
Intel Corp
|
29,075 | $4,059,742 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,699 | $1,567,876 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
9,702 | $799,541 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,406 | $629,394 | |
| 8 | MCHP |
Microchip Technology Inc
|
5,692 | $519,110 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,697,190 | 8,401 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,186,506 | 9,432 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||