Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$466,023,805
+$365,430,937 QoQ
Shares Held
403,732
+35.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#193
of 3,878 holders
Holding Since
Mar 2020
26 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, 2026BESSEMER GROUP INC holds $10,108,561,499 across 41 Semiconductors names. MU ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
23,947,781 | $4,791,711,495 | |
| 2 | AVGO |
Broadcom Inc.
|
4,625,742 | $1,747,374,036 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,629,884 | $778,383,696 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,191,421 | $692,108,368 | |
| 5 | INTC |
Intel Corp
|
4,070,243 | $568,328,024 | |
| 6 | MU |
Micron Technology Inc
This page
|
403,732 | $466,023,805 | |
| 7 | GFS |
GLOBALFOUNDRIES Inc.
|
2,819,858 | $232,384,491 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
529,062 | $201,239,307 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,023,805 | 403,732 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $100,592,868 | 297,753 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,815,797 | 20,377 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,996,364 | 17,908 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,052,852 | 16,668 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,436,289 | 16,530 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,552,496 | 18,447 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,364,822 | 13,171 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,804,726 | 13,752 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,485,886 | 12,635 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $1,047,548 | 12,295 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $904,934 | 13,333 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,083,157 | 17,205 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,863,962 | 30,913 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,682,528 | 53,722 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,396,386 | 27,872 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,696,099 | 30,682 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,487,727 | 31,939 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,961,831 | 21,061 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,052,916 | 14,834 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,453,666 | 17,106 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,240,531 | 25,400 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,646,635 | 35,204 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,348,266 | 28,711 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,410,309 | 46,784 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $869,210 | 20,666 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||