SAWGRASS ASSET MANAGEMENT LLC
Position in MU — Micron Technology Inc
CIK 1105467
PONTE VEDRA BEACH, FL
Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,524,047
+$2,441,608 QoQ
Shares Held
3,053
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,687
of 3,878 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SAWGRASS ASSET MANAGEMENT LLC holds $107,684,014 across 7 Semiconductors names. MU ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,504 | $40,118,845 | |
| 2 | AVGO |
Broadcom Inc.
|
82,019 | $30,982,677 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
40,440 | $23,492,000 | |
| 4 | QCOM |
Qualcomm Inc/De
|
45,247 | $8,361,193 | |
| 5 | MU |
Micron Technology Inc
This page
|
3,053 | $3,524,047 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
3,250 | $968,142 | |
| 7 | ADI |
Analog Devices Inc
|
597 | $237,110 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,524,047 | 3,053 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,082,439 | 3,204 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $902,466 | 3,162 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $529,065 | 3,162 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $305,660 | 2,480 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $215,487 | 2,480 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $208,716 | 2,480 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $257,200 | 2,480 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $326,194 | 2,480 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $292,367 | 2,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,643 | 2,480 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||