&PARTNERS

Position in MU — Micron Technology Inc

CIK 107136 NASHVILLE, TN

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$247,708,325

+$182,415,002 QoQ

Shares Held

214,598

+11.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#275

of 3,878 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. MU ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,989,211	$598,111,228
2	AVGO	Broadcom Inc.	956,184	$361,198,506
3	MU	Micron Technology Inc This page	214,598	$247,708,325
4	ADI	Analog Devices Inc	218,626	$86,831,688
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	151,689	$72,442,115
6	AMD	Advanced Micro Devices Inc	121,087	$70,340,649
7	QCOM	Qualcomm Inc/De	285,912	$52,833,678
8	MRVL	Marvell Technology, Inc.	123,062	$36,658,939

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,708,325	214,598	+11.0%	Shares	Sole	2026-08-14
2026-03-31	$65,293,323	193,267	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$51,283,325	179,683	+11.0%	Shares	Sole	2026-02-17
2025-09-30	$27,077,730	161,832	+130.7%	Shares	Sole	2025-11-14
2025-06-30	$8,646,973	70,158	+6.3%	Shares	Sole	2025-08-14
2025-03-31	$5,733,262	65,983	+36.7%	Shares	Sole	2025-05-15
2024-12-31	$4,061,056	48,254	+92.5%	Shares	Sole	2025-02-14
2024-09-30	$2,599,387	25,064	+102.7%	Shares	Sole	2024-11-14
2024-06-30	$1,626,236	12,364	+15.2%	Shares	Sole	2024-07-24
2024-03-31	$1,265,313	10,733	+38.1%	Shares	Sole	2024-04-11
2023-12-31	$663,262	7,772	+1.1%	Shares	Sole	2024-01-09
2023-09-30	$523,150	7,690	+1.5%	Shares	Sole	2023-10-06
2023-06-30	$478,058	7,575	+1.8%	Shares	Sole	2023-07-05
2023-03-31	$448,929	7,440	-6.3%	Shares	Sole	2023-04-06
2022-12-31	$396,991	7,943	-8.8%	Shares	Sole	2023-01-10
2022-09-30	$436,371	8,710	0.0%	Shares	Sole	2022-10-11
2022-06-30	$481,488	8,710	+65.0%	Shares	Sole	2022-07-06
2022-03-31	$411,259	5,280	+7.2%	Shares	Sole	2022-04-26
2021-12-31	$458,763	4,925	0.0%	Shares	Sole	2022-01-12
2021-09-30	$349,576	4,925	0.0%	Shares	Sole	2021-10-07
2021-06-30	$418,526	4,925	0.0%	Shares	Sole	2021-07-12
2021-03-31	$434,434	4,925	-4.8%	Shares	Sole	2021-04-09
2020-12-31	$389,056	5,175	+2.0%	Shares	Sole	2021-01-11
2020-09-30	$238,322	5,075	+5.2%	Shares	Sole	2020-10-05
2020-06-30	$248,584	4,825	-10.4%	Shares	Sole	2020-07-07
2020-03-31	$226,493	5,385	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.