Position in MU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$20,711,425
+$19,987,434 QoQ
Shares Held
17,943
+737.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
#841
of 3,878 holders
Holding Since
Jun 2024
4 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, 2026CHAPIN DAVIS, INC. holds $60,677,123 across 8 Semiconductors names. MU ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
17,943 | $20,711,425 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
50,177 | $14,947,226 | |
| 3 | NVDA |
Nvidia Corp
|
60,481 | $12,101,643 | |
| 4 | ALAB |
Astera Labs, Inc.
|
11,451 | $5,531,062 | |
| 5 | AVGO |
Broadcom Inc.
|
13,614 | $5,142,688 | |
| 6 | INTC |
Intel Corp
|
8,473 | $1,183,084 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
913 | $530,370 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,109 | $529,625 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,711,425 | 17,943 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $723,991 | 2,143 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,082,317 | 31,822 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $4,055,859 | 30,836 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||