Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$598,553,613
+$260,304,829 QoQ
Shares Held
518,547
-48.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#160
of 3,878 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$599,653,655
PutShares
519,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026CREDIT AGRICOLE S A holds $7,102,887,426 across 28 Semiconductors names. MU ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
17,104,751 | $3,422,489,622 | |
| 2 | AVGO |
Broadcom Inc.
|
3,774,546 | $1,425,834,748 | |
| 3 | MU |
Micron Technology Inc
This page
|
518,547 | $598,553,613 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
734,839 | $426,875,319 | |
| 5 | ADI |
Analog Devices Inc
|
977,802 | $388,353,619 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
671,408 | $320,644,315 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
363,871 | $108,393,531 | |
| 8 | INTC |
Intel Corp
|
723,074 | $100,962,820 |
All Filings in MU
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,553,613 | 518,547 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $599,653,655 | 519,500 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $130,068,400 | 385,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $338,248,784 | 1,001,210 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $208,686,367 | 731,181 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $51,373,800 | 180,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $34,300,600 | 205,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $87,433,064 | 522,550 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $58,017,059 | 667,707 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $173,390,133 | 2,060,244 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $44,546,450 | 429,529 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,749,276 | 210,973 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,894,500 | 50,000 | Put | Defined | 2024-05-14 | |
| 2024-03-31 | $11,229,021 | 95,250 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,814,100 | 115,000 | Put | Defined | 2024-02-13 | |
| 2023-12-31 | $4,635,155 | 54,314 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,421,950 | 65,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,570,280 | 52,481 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,102,150 | 65,000 | Put | Defined | 2023-07-31 | |
| 2023-06-30 | $2,931,584 | 46,452 | Shares | Defined | 2023-07-31 | |
| 2023-06-30 | $3,155,500 | 50,000 | Call | Defined | 2023-07-31 | |
| 2023-03-31 | $7,438,593 | 123,278 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,163,431 | 23,278 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $5,997,600 | 120,000 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $4,998,000 | 100,000 | Call | Defined | 2023-02-13 | |
| 2022-06-30 | $6,225,465 | 112,617 | Shares | Defined | 2022-08-08 | |
| 2022-06-30 | $6,633,600 | 120,000 | Put | Defined | 2022-08-08 | |
| 2022-03-31 | $1,598,301 | 20,520 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,589,000 | 60,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $2,481,980 | 26,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,033,300 | 85,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $6,634,215 | 93,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,098,800 | 60,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $909,710 | 10,705 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $757,458 | 8,587 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $582,118 | 7,743 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $170,230 | 3,625 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $202,216 | 3,925 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $113,562 | 2,700 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||