Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$153,527,495
+$130,936,135 QoQ
Shares Held
133,006
+98.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#351
of 3,891 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Temasek Holdings (Private) Ltd holds $3,750,857,533 across 10 Semiconductors names. MU ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,404,723 | $1,681,701,025 | |
| 2 | AVGO |
Broadcom Inc.
|
3,740,773 | $1,413,077,000 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
860,962 | $256,471,970 | |
| 4 | MU |
Micron Technology Inc
This page
|
133,006 | $153,527,495 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
415,508 | $112,997,400 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
279,200 | $61,703,200 | |
| 7 | QCOM |
Qualcomm Inc/De
|
195,386 | $36,105,378 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
25,102 | $14,582,002 |
All Filings in MU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,527,495 | 133,006 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $22,591,360 | 66,870 | Shares | Defined | 2026-05-12 | |
| 2025-06-30 | $25,666,196 | 208,245 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,094,408 | 208,245 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $17,525,899 | 208,245 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,597,088 | 208,245 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $51,479,921 | 391,393 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,550,003 | 208,245 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,771,628 | 208,245 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,166,907 | 208,245 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,142,341 | 208,245 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,565,503 | 208,245 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||