Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,078,876
+$3,385,285 QoQ
Shares Held
4,400
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
#1,457
of 3,878 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LEIGH BALDWIN & CO., LLC holds $16,830,172 across 8 Semiconductors names. MU ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
38,438 | $7,691,059 | |
| 2 | MU |
Micron Technology Inc
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|
4,400 | $5,078,876 | |
| 3 | AVGO |
Broadcom Inc.
|
4,323 | $1,633,013 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,364 | $792,361 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
1,670 | $592,131 | |
| 6 | INTC |
Intel Corp
|
3,693 | $515,653 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,010 | $300,868 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
1,523 | $226,211 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,078,876 | 4,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,693,591 | 5,013 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $925,299 | 3,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $385,672 | 2,305 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||