Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$175,471,702
+$164,637,174 QoQ
Shares Held
152,017
+374.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
4.62%
of 13F equity value
Holder Rank
#328
of 3,878 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $716,942,391 across 7 Semiconductors names. MU ranks #3 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
539,035 | $257,426,944 | |
| 2 | NVDA |
Nvidia Corp
|
1,208,149 | $241,738,533 | |
| 3 | MU |
Micron Technology Inc
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|
152,017 | $175,471,702 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
43,726 | $16,632,058 | |
| 5 | AVGO |
Broadcom Inc.
|
24,273 | $9,169,125 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,460 | $8,672,782 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
13,481 | $7,831,247 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,471,702 | 152,017 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,834,528 | 32,070 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||