Position in MU
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$916,222
+$186,429 QoQ
Shares Held
2,712
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Essential Partners LLC holds $10,688,106 across 36 Semiconductors names. MU ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,578 | $3,763,203 | |
| 2 | AVGO |
Broadcom Inc.
|
7,496 | $2,320,086 | |
| 3 | INTC |
Intel Corp
|
37,557 | $1,657,390 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,482 | $1,038,242 | |
| 5 | MU |
Micron Technology Inc
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|
2,712 | $916,222 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
1,555 | $224,884 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
1,485 | $139,396 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
601 | $122,261 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||