Position in MU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,051,556
+$19,627,892 QoQ
Shares Held
19,104
+166.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#819
of 3,878 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Dec 31, 2020CallValue
$7,000
CallShares
2,000
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, 2026BURNEY CO/ holds $212,708,433 across 15 Semiconductors names. MU ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
408,265 | $81,689,743 | |
| 2 | AVGO |
Broadcom Inc.
|
97,738 | $36,920,529 | |
| 3 | CRUS |
Cirrus Logic, Inc.
|
152,746 | $22,687,363 | |
| 4 | MU |
Micron Technology Inc
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|
19,104 | $22,051,556 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
20,166 | $11,714,631 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
8,383 | $11,588,323 | |
| 7 | INTC |
Intel Corp
|
50,723 | $7,082,452 | |
| 8 | QCOM |
Qualcomm Inc/De
|
35,560 | $6,571,132 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,051,556 | 19,104 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,423,664 | 7,174 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,111,539 | 10,902 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $264,198 | 1,579 | Shares | Sole | 2025-10-16 | |
| 2022-12-31 | $872,151 | 17,450 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,114,921 | 42,214 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,345,364 | 42,427 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,177,912 | 40,800 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,880,256 | 41,656 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,180,613 | 44,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,921,442 | 34,378 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $637,846 | 7,231 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,000 | 2,000 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $540,995 | 7,196 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $349,335 | 7,439 | Shares | Sole | 2020-12-14 | |
| No filing history on record for this holder in this stock. | ||||||