Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,627,089,681
+$3,571,031,552 QoQ
Shares Held
3,142,269
+1793.7% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
7.46%
of 13F equity value
Holder Rank
#46
of 3,878 holders
Holding Since
Mar 2020
6 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, 2026COATUE MANAGEMENT LLC holds $14,853,699,681 across 8 Semiconductors names. MU ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
8,914,995 | $4,257,534,157 | |
| 2 | MU |
Micron Technology Inc
This page
|
3,142,269 | $3,627,089,681 | |
| 3 | AVGO |
Broadcom Inc.
|
5,846,831 | $2,208,640,409 | |
| 4 | INTC |
Intel Corp
|
12,084,027 | $1,687,292,688 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
7,011,028 | $1,549,437,188 | |
| 6 | NVDA |
Nvidia Corp
|
6,055,197 | $1,211,584,366 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,387,312 | $256,361,384 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
95,987 | $55,759,808 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,627,089,681 | 3,142,269 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $56,058,129 | 165,931 | Shares | Defined | 2026-05-15 | |
| 2020-12-31 | $137,574,287 | 1,829,932 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $85,933,606 | 1,829,932 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $94,281,032 | 1,829,989 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,270,299 | 1,005,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||