&PARTNERS

Position in MU — Micron Technology Inc

CIK 107136 NASHVILLE, TN

Position in MU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$65,293,323

+$14,009,998 QoQ

Shares Held

193,267

+7.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. MU ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,643,834	$461,084,649
2	AVGO	Broadcom Inc.	883,594	$273,481,178
3	MU	Micron Technology Inc This page	193,267	$65,293,323
4	ADI	Analog Devices Inc	200,642	$63,832,245
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	131,020	$44,278,209
6	QCOM	Qualcomm Inc/De	290,530	$37,414,453
7	AMD	Advanced Micro Devices Inc	120,016	$24,414,854
8	TXN	Texas Instruments Inc	92,062	$17,872,916

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.