Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,252,404
New position
Shares Held
6,283
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,277
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$24,030
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $59,029,535 across 20 Semiconductors names. MU ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
134,782 | $26,968,530 | |
| 2 | MU |
Micron Technology Inc
This page
|
6,283 | $7,252,404 | |
| 3 | AVGO |
Broadcom Inc.
|
18,727 | $7,074,124 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
21,153 | $6,301,267 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
8,258 | $4,797,154 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,183 | $3,907,955 | |
| 7 | INTC |
Intel Corp
|
6,716 | $937,755 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
1,440 | $391,608 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,030 | 200 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $7,252,404 | 6,283 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||