Position in MU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$200,806,059
+$135,957,671 QoQ
Shares Held
173,965
-9.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
11.24%
of 13F equity value
Holder Rank
#304
of 3,878 holders
Holding Since
Sep 2022
16 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, 2026ZEVENBERGEN CAPITAL INVESTMENTS LLC holds $670,209,741 across 7 Semiconductors names. MU ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
411,585 | $239,093,842 | |
| 2 | MU |
Micron Technology Inc
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|
173,965 | $200,806,059 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
78,604 | $108,659,025 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
108,665 | $51,895,143 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
89,657 | $26,707,923 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
60,965 | $21,616,360 | |
| 7 | QCOM |
Qualcomm Inc/De
|
115,977 | $21,431,389 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,806,059 | 173,965 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $64,848,388 | 191,950 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $76,161,658 | 266,850 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $49,133,518 | 293,650 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $37,363,237 | 303,150 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $27,005,412 | 310,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $26,091,704 | 310,025 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $32,256,402 | 311,025 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,221,874 | 305,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,545,900 | 310,000 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $21,335,000 | 250,000 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $17,007,500 | 250,000 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $15,777,500 | 250,000 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $15,085,000 | 250,000 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $12,495,000 | 250,000 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $12,525,000 | 250,000 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||