Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$263,412,440
+$229,481,818 QoQ
Shares Held
228,203
+127.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#264
of 3,891 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $3,892,895,572 across 19 Semiconductors names. MU ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,079,926 | $1,616,712,393 | |
| 2 | AVGO |
Broadcom Inc.
|
1,556,522 | $587,976,185 | |
| 3 | MU |
Micron Technology Inc
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|
228,203 | $263,412,440 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
510,999 | $244,037,792 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
403,081 | $234,153,783 | |
| 6 | SMTC |
Semtech Corp
|
1,133,268 | $183,419,425 | |
| 7 | MCHP |
Microchip Technology Inc
|
1,639,111 | $149,486,923 | |
| 8 | ALAB |
Astera Labs, Inc.
|
249,299 | $120,416,402 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,412,440 | 228,203 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,930,622 | 100,434 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 | $40,901,149 | 394,380 | Shares | Sole | 2024-11-12 | |
| 2021-09-30 | $58,207,361 | 820,053 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,221,952 | 849,870 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $53,973,075 | 717,918 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $28,806,515 | 684,891 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||