Position in MU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,316,053
New position
Shares Held
80,855
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.43905757219714303.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56094242780286.ToString("F0")%
Position in Semiconductors
Technology · as of Mar 31, 2026TODD ASSET MANAGEMENT LLC holds $297,520,628 across 7 Semiconductors names. MU ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXPI |
NXP Semiconductors N.V.
|
396,823 | $78,118,575 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
205,692 | $69,513,610 | |
| 3 | AVGO |
Broadcom Inc.
|
219,324 | $67,882,970 | |
| 4 | QCOM |
Qualcomm Inc/De
|
382,352 | $49,239,289 | |
| 5 | MU |
Micron Technology Inc
This page
|
80,855 | $27,316,053 | |
| 6 | NVDA |
Nvidia Corp
|
20,010 | $3,489,744 | |
| 7 | ON |
On Semiconductor Corp
|
31,660 | $1,960,387 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,316,053 | 80,855 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||