KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
Position in MU — Micron Technology Inc
CIK 1332811
NEWPORT BEACH, CA
Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,505,963
+$1,604,269 QoQ
Shares Held
2,171
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,927
of 3,871 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KNIGHTSBRIDGE ASSET MANAGEMENT, LLC holds $82,173,474 across 14 Semiconductors names. MU ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
114,282 | $38,093,619 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
49,044 | $13,337,515 | |
| 3 | NVDA |
Nvidia Corp
|
64,558 | $12,917,410 | |
| 4 | NXPI |
NXP Semiconductors N.V.
|
28,616 | $8,041,954 | |
| 5 | AVGO |
Broadcom Inc.
|
7,056 | $2,665,404 | |
| 6 | MU |
Micron Technology Inc
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|
2,171 | $2,505,963 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
1,588 | $922,485 | |
| 8 | INTC |
Intel Corp
|
6,468 | $903,126 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,963 | 2,171 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $901,694 | 2,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $530,291 | 1,858 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||