Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,332,435
+$2,517,903 QoQ
Shares Held
2,887
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,723
of 3,878 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$101,352
CallShares
300
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, 2026MJP ASSOCIATES INC /ADV holds $39,545,089 across 11 Semiconductors names. MU ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
115,059 | $23,022,155 | |
| 2 | AVGO |
Broadcom Inc.
|
14,178 | $5,355,739 | |
| 3 | MU |
Micron Technology Inc
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|
2,887 | $3,332,435 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,915 | $2,274,262 | |
| 5 | INTC |
Intel Corp
|
12,299 | $1,717,309 | |
| 6 | TXN |
Texas Instruments Inc
|
3,462 | $1,031,918 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,703 | $813,301 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
2,207 | $657,443 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332,435 | 2,887 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $814,532 | 2,411 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $101,352 | 300 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $661,580 | 2,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $362,749 | 2,168 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $244,158 | 1,981 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||