Position in MU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,317,958
+$775,143 QoQ
Shares Held
24,621
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.41513342268794.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5848665773120507.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026THORNBURG INVESTMENT MANAGEMENT INC holds $950,491,913 across 9 Semiconductors names. MU ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,083,646 | $644,909,273 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
701,352 | $237,021,908 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
122,568 | $24,934,008 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
74,613 | $16,569,308 | |
| 5 | MU |
Micron Technology Inc
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|
24,621 | $8,317,958 | |
| 6 | SITM |
SITIME Corp
|
21,207 | $7,323,837 | |
| 7 | RMBS |
Rambus Inc
|
58,106 | $4,998,859 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
49,584 | $4,654,450 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,317,958 | 24,621 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,542,815 | 26,428 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,303,590 | 7,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,966,756 | 64,639 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,814,625 | 89,937 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,406,069 | 99,882 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,192,874 | 223,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,857,813 | 219,401 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $27,577,182 | 233,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,529,162 | 263,993 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $18,032,780 | 265,071 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,911,757 | 236,282 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $24,031,792 | 398,273 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $20,676,576 | 413,697 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $34,312,037 | 684,871 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $45,385,653 | 821,014 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $86,445,593 | 1,109,842 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $106,587,166 | 1,144,253 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $94,662,264 | 1,333,647 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $117,669,766 | 1,384,676 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $116,106,853 | 1,316,255 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $90,535,890 | 1,204,255 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $51,265,011 | 1,091,674 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $61,739,404 | 1,198,358 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $46,689,712 | 1,110,074 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||