Position in MU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$340,187,986
-$297,523,553 QoQ
Shares Held
1,006,950
-54.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.89777227864779.ToString("F0")%
Shared 0.ToString("F0")%
None 4.102227721352199.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $6,491,432,857 across 31 Semiconductors names. MU ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
19,899,039 | $3,470,392,398 | |
| 2 | AVGO |
Broadcom Inc.
|
5,768,466 | $1,785,397,907 | |
| 3 | MU |
Micron Technology Inc
This page
|
1,006,950 | $340,187,986 | |
| 4 | MPWR |
Monolithic Power Systems Inc
|
146,876 | $160,586,874 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
686,700 | $139,695,380 | |
| 6 | ADI |
Analog Devices Inc
|
365,688 | $116,339,976 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
284,872 | $96,272,489 | |
| 8 | INTC |
Intel Corp
|
1,937,788 | $85,514,583 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,187,986 | 1,006,950 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $637,711,539 | 2,234,370 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $390,135,355 | 2,331,672 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $348,584,891 | 2,828,275 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,713,025 | 2,482,599 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $189,780,797 | 2,255,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $53,195,657 | 512,927 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $326,939,645 | 2,485,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $344,909,003 | 2,925,685 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $199,000,332 | 2,331,853 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $139,086,312 | 2,044,485 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $106,535,988 | 1,688,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,951,423 | 1,076,424 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $41,666,176 | 833,657 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $25,101,151 | 501,021 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $29,571,481 | 534,940 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $43,776,047 | 562,024 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $57,199,407 | 614,057 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $44,365,338 | 625,040 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $59,203,270 | 696,673 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $61,904,894 | 701,790 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $52,563,449 | 699,168 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $32,127,635 | 684,149 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $83,362,552 | 1,618,062 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $67,153,793 | 1,596,619 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||