Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,561,754
+$1,081,684 QoQ
Shares Held
1,353
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,252
of 3,891 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARCO INVESTMENT MANAGEMENT LLC holds $223,977,160 across 10 Semiconductors names. MU ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
310,641 | $117,344,637 | |
| 2 | QCOM |
Qualcomm Inc/De
|
196,723 | $36,352,443 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
79,065 | $22,219,636 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
60,000 | $17,873,400 | |
| 5 | INTC |
Intel Corp
|
115,783 | $16,166,780 | |
| 6 | NVDA |
Nvidia Corp
|
40,200 | $8,043,618 | |
| 7 | TXN |
Texas Instruments Inc
|
8,589 | $2,560,123 | |
| 8 | MU |
Micron Technology Inc
This page
|
1,353 | $1,561,754 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,561,754 | 1,353 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $480,070 | 1,421 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $376,741 | 1,320 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $220,862 | 1,320 | Shares | Sole | 2025-11-04 | |
| 2022-12-31 | $219,062 | 4,383 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $219,588 | 4,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,292 | 4,383 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $330,876 | 4,248 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $389,367 | 4,180 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,696 | 4,180 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $468,239 | 5,510 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $486,037 | 5,510 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $461,229 | 6,135 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $288,099 | 6,135 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $332,304 | 6,450 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $271,287 | 6,450 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||