Position in MU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,865,699
+$912,380 QoQ
Shares Held
73,602
-12.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $467,172,095 across 32 Semiconductors names. MU ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,280,124 | $223,253,625 | |
| 2 | AVGO |
Broadcom Inc.
|
278,487 | $86,194,511 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
120,245 | $40,636,797 | |
| 4 | MU |
Micron Technology Inc
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|
73,602 | $24,865,699 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
90,163 | $18,341,858 | |
| 6 | TXN |
Texas Instruments Inc
|
72,821 | $14,137,468 | |
| 7 | ADI |
Analog Devices Inc
|
35,446 | $11,276,790 | |
| 8 | QCOM |
Qualcomm Inc/De
|
52,343 | $6,740,731 |
All Filings in MU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,865,699 | 73,602 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,953,319 | 83,926 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,196,982 | 60,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,185,475 | 58,300 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $4,667,470 | 53,717 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,068,462 | 48,342 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,905,171 | 47,297 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $7,348,449 | 55,869 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $6,587,103 | 55,875 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $5,269,659 | 61,749 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,821,449 | 56,173 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,448,519 | 54,643 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,731,109 | 45,262 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,758,596 | 35,186 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,551,346 | 30,965 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,545,186 | 27,952 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,419,419 | 31,062 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,289,813 | 24,582 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $279,164 | 3,933 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $334,226 | 3,933 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $257,220 | 2,916 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $428,074 | 5,694 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $493,195 | 11,726 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||