Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,228,164
+$886,608 QoQ
Shares Held
1,064
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,427
of 3,878 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. MU ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,449,030 | $289,936,412 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
267,159 | $79,583,994 | |
| 3 | AVGO |
Broadcom Inc.
|
199,358 | $75,307,484 | |
| 4 | QCOM |
Qualcomm Inc/De
|
167,608 | $30,972,282 | |
| 5 | MCHP |
Microchip Technology Inc
|
110,429 | $10,071,124 | |
| 6 | INTC |
Intel Corp
|
63,961 | $8,930,874 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,791 | $2,783,139 | |
| 8 | MU |
Micron Technology Inc
This page
|
1,064 | $1,228,164 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,228,164 | 1,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $341,556 | 1,011 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $299,965 | 1,051 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||