Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,006,925
+$1,199,481 QoQ
Shares Held
2,605
-51.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#1,803
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026Thompson David Blair holds $18,333,798 across 9 Semiconductors names. MU ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
30,428 | $6,088,338 | |
| 2 | AVGO |
Broadcom Inc.
|
11,045 | $4,172,248 | |
| 3 | MU |
Micron Technology Inc
This page
|
2,605 | $3,006,925 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,036 | $1,449,902 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,193 | $1,273,935 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,385 | $710,467 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
1,934 | $685,738 | |
| 8 | INTC |
Intel Corp
|
4,722 | $659,332 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,006,925 | 2,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,807,444 | 5,350 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $280,843 | 984 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||