Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$235,595,205
+$127,114,782 QoQ
Shares Held
204,104
-36.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#282
of 3,878 holders
Holding Since
Jun 2020
15 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, 2026JUPITER ASSET MANAGEMENT LTD holds $2,252,560,072 across 12 Semiconductors names. MU ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,105,778 | $821,525,118 | |
| 2 | AVGO |
Broadcom Inc.
|
1,601,391 | $604,925,449 | |
| 3 | MU |
Micron Technology Inc
This page
|
204,104 | $235,595,205 | |
| 4 | TXN |
Texas Instruments Inc
|
685,377 | $204,290,321 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
250,731 | $145,652,144 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
264,817 | $126,468,654 | |
| 7 | INTC |
Intel Corp
|
585,604 | $81,767,886 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
15,242 | $21,069,931 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,595,205 | 204,104 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $108,480,423 | 321,100 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $82,276,852 | 288,276 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $14,274,403 | 85,312 | Shares | Defined | 2025-11-10 | |
| 2024-06-30 | $808,120 | 6,144 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $1,668,882 | 33,391 | Shares | Defined | 2023-02-10 | |
| 2022-06-30 | $3,506,023 | 63,423 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,176,383 | 53,619 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,439,074 | 15,449 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $680,840 | 9,592 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,094,372 | 12,878 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,556,296 | 210,365 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,001,371 | 186,238 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $9,728,937 | 207,175 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,951,679 | 37,882 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||