Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,410,926
+$3,072,073 QoQ
Shares Held
2,955
+194.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,711
of 3,877 holders
Holding Since
Mar 2026
2 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, 2026MARIETTA INVESTMENT PARTNERS LLC holds $53,417,022 across 9 Semiconductors names. MU ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,270 | $27,866,534 | |
| 2 | AVGO |
Broadcom Inc.
|
22,597 | $8,536,016 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,764 | $6,573,273 | |
| 4 | MU |
Micron Technology Inc
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|
2,955 | $3,410,926 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
8,051 | $2,683,639 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,182 | $2,429,365 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
4,603 | $1,251,785 | |
| 8 | TXN |
Texas Instruments Inc
|
1,500 | $447,105 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,410,926 | 2,955 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $338,853 | 1,003 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||