Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$608,091,514
New position
Shares Held
526,810
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#157
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 65%
Shared 0%
None 35%
Position in Semiconductors
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $6,348,220,455 across 8 Semiconductors names. MU ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
14,059,454 | $2,813,156,150 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,925,440 | $1,874,672,380 | |
| 3 | MU |
Micron Technology Inc
This page
|
526,810 | $608,091,514 | |
| 4 | AVGO |
Broadcom Inc.
|
1,126,912 | $425,691,008 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
672,555 | $390,693,925 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
642,829 | $227,927,878 | |
| 7 | INTC |
Intel Corp
|
39,132 | $5,464,001 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
11,419 | $2,523,599 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,091,514 | 526,810 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||