Position in MU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,313,966
+$3,070,702 QoQ
Shares Held
5,470
-43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,339
of 3,878 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026INTACT INVESTMENT MANAGEMENT INC. holds $65,951,910 across 10 Semiconductors names. MU ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
78,100 | $23,279,267 | |
| 2 | AVGO |
Broadcom Inc.
|
51,100 | $19,303,025 | |
| 3 | NVDA |
Nvidia Corp
|
38,300 | $7,663,447 | |
| 4 | MU |
Micron Technology Inc
This page
|
5,470 | $6,313,966 | |
| 5 | QCOM |
Qualcomm Inc/De
|
21,300 | $3,936,027 | |
| 6 | ADI |
Analog Devices Inc
|
7,400 | $2,939,058 | |
| 7 | MCHP |
Microchip Technology Inc
|
27,600 | $2,517,120 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
0 | $0 |
All Filings in MU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,313,966 | 5,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,243,264 | 9,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,768,477 | 9,700 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,014,628 | 47,900 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,669,500 | 46,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $547,407 | 6,300 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $530,208 | 6,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $586,998 | 5,660 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $473,508 | 3,600 | Shares | Sole | 2024-07-30 | |
| 2023-03-31 | $184,037 | 3,050 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $290,580 | 5,800 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $708,799 | 9,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,010,677 | 10,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $440,076 | 6,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,045,254 | 12,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,226,119 | 13,900 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,022,448 | 13,600 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $751,360 | 16,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $875,840 | 17,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $344,892 | 8,200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||