Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$650,493,203
+$390,299,984 QoQ
Shares Held
563,544
-26.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#147
of 3,878 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $8,155,227,243 across 40 Semiconductors names. MU ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
12,856,624 | $2,572,481,895 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,014,900 | $1,439,825,792 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,195,923 | $694,723,628 | |
| 4 | MU |
Micron Technology Inc
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|
563,544 | $650,493,203 | |
| 5 | ADI |
Analog Devices Inc
|
1,625,073 | $645,430,242 | |
| 6 | AVGO |
Broadcom Inc.
|
1,677,045 | $633,503,748 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
7,970,225 | $359,616,551 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,797,119 | $332,089,619 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,493,203 | 563,544 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,193,219 | 770,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $335,802,275 | 1,176,561 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $255,264,730 | 1,525,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,832,197 | 1,929,673 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $151,349,780 | 1,741,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $148,157,619 | 1,760,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $170,511,061 | 1,644,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $179,929,488 | 1,367,973 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $116,289,915 | 1,362,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $94,145,355 | 1,383,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,733,933 | 898,969 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $56,851,804 | 942,191 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $49,574,761 | 991,892 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,874,859 | 197,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,038,134 | 253,946 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $14,842,718 | 190,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,525,016 | 27,107 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,336,129 | 47,001 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,913,668 | 46,054 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,420,202 | 50,110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,343,073 | 57,769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,712,832 | 57,769 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,771,128 | 500,216 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,337,626 | 507,314 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||