Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,031,119
+$3,470,136 QoQ
Shares Held
17,852
+99.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026EVENTIDE ASSET MANAGEMENT, LLC holds $233,635,563 across 11 Semiconductors names. MU ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPWR |
Monolithic Power Systems Inc
|
58,154 | $63,582,675 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
611,138 | $56,689,160 | |
| 3 | NVDA |
Nvidia Corp
|
259,419 | $45,242,673 | |
| 4 | SITM |
SITIME Corp
|
73,665 | $25,440,207 | |
| 5 | AVGO |
Broadcom Inc.
|
59,117 | $18,297,302 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
40,377 | $13,645,407 | |
| 7 | MU |
Micron Technology Inc
This page
|
17,852 | $6,031,119 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
16,526 | $3,361,884 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,031,119 | 17,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,560,983 | 8,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,201,859 | 7,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,054,896 | 8,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,973,521 | 367,977 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,296,337 | 359,985 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,119,714 | 8,513 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||