Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,167,756
+$1,251,534 QoQ
Shares Held
1,878
-30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#2,037
of 3,891 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $8,231,007 across 39 Semiconductors names. MU ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,977 | $2,396,477 | |
| 2 | MU |
Micron Technology Inc
This page
|
1,878 | $2,167,756 | |
| 3 | INTC |
Intel Corp
|
8,051 | $1,124,161 | |
| 4 | AVGO |
Broadcom Inc.
|
2,622 | $990,460 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
729 | $423,483 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
2,650 | $218,386 | |
| 7 | ADI |
Analog Devices Inc
|
347 | $137,817 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
336 | $100,091 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,756 | 1,878 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $916,222 | 2,712 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $729,793 | 2,557 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $342,838 | 2,049 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $5,423 | 44 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||