Position in MU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$164,500,039
-$30,283,723 QoQ
Shares Held
486,917
-28.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 93.33622226420985.ToString("F0")%
Shared 0.ToString("F0")%
None 6.663777735790156.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Clearbridge Investments, LLC holds $11,715,876,100 across 17 Semiconductors names. MU ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
32,400,253 | $5,650,604,123 | |
| 2 | AVGO |
Broadcom Inc.
|
8,326,644 | $2,577,179,583 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,746,961 | $1,604,235,469 | |
| 4 | TXN |
Texas Instruments Inc
|
4,359,632 | $846,378,955 | |
| 5 | MCHP |
Microchip Technology Inc
|
3,414,834 | $220,632,424 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
1,936,194 | $179,601,355 | |
| 7 | MU |
Micron Technology Inc
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|
486,917 | $164,500,039 | |
| 8 | INTC |
Intel Corp
|
2,411,858 | $106,435,293 |
All Filings in MU
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,500,039 | 486,917 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $194,783,762 | 682,470 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $134,869,457 | 806,057 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $180,064,306 | 1,460,968 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $131,678,232 | 1,515,459 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $120,469,485 | 1,431,434 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $151,735,404 | 1,463,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $186,605,030 | 1,418,726 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $227,741,198 | 1,931,811 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $163,090,713 | 1,911,070 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $129,978,934 | 1,910,612 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $122,905,778 | 1,947,485 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $93,763,532 | 1,553,920 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,141,389 | 523,037 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,915,174 | 277,748 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $46,075,646 | 542,194 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $46,441,594 | 526,489 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $37,962,065 | 504,949 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||