Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$679,979,541
+$613,019,653 QoQ
Shares Held
589,089
+197.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
6.01%
of 13F equity value
Holder Rank
#138
of 3,878 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026AXIOM INVESTORS LLC /DE holds $3,394,173,457 across 13 Semiconductors names. MU ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,544,722 | $1,309,533,424 | |
| 2 | MU |
Micron Technology Inc
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|
589,089 | $679,979,541 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
879,325 | $510,808,685 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
899,501 | $429,574,692 | |
| 5 | AVGO |
Broadcom Inc.
|
406,798 | $153,667,944 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
523,887 | $136,545,907 | |
| 7 | STM |
STMicroelectronics N.V.
|
1,768,122 | $132,414,656 | |
| 8 | LASR |
Nlight, Inc.
|
211,738 | $14,741,199 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,979,541 | 589,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $66,959,888 | 198,200 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $20,828,286 | 200,832 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $81,729,453 | 621,375 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $45,491,254 | 1,081,580 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||