Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$155,784,132
+$58,635,200 QoQ
Shares Held
134,961
-53.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
5.35%
of 13F equity value
Holder Rank
#346
of 3,878 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $427,095,801 across 9 Semiconductors names. MU ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
134,961 | $155,784,132 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
309,088 | $147,611,156 | |
| 3 | AVGO |
Broadcom Inc.
|
322,229 | $121,722,004 | |
| 4 | LASR |
Nlight, Inc.
|
7,566 | $526,744 | |
| 5 | DIOD |
Diodes Inc /Del/
|
3,791 | $414,887 | |
| 6 | AIP |
Arteris, Inc.
|
6,683 | $324,726 | |
| 7 | CEVA |
Ceva Inc
|
6,088 | $287,110 | |
| 8 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
5,107 | $241,714 |
All Filings in MU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,784,132 | 134,961 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $97,148,932 | 287,559 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $136,308,105 | 477,587 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $110,656,078 | 661,344 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $95,366,906 | 773,768 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $66,184,721 | 761,707 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $64,049,547 | 761,045 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $79,160,183 | 763,284 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $91,028,230 | 692,072 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,974,374 | 848,031 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $73,379,855 | 859,853 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $58,872,005 | 865,383 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $49,214,250 | 779,817 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $47,596,916 | 788,812 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $40,260,639 | 805,535 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,795,536 | 774,362 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $42,723,369 | 772,854 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $56,107,048 | 720,337 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $53,036,536 | 569,367 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $29,948,520 | 421,929 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||