Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,961,905
-$645,627,216 QoQ
Shares Held
25,957
-98.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#718
of 3,878 holders
Holding Since
Mar 2020
12 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, 2026Alyeska Investment Group, L.P. holds $1,076,465,208 across 15 Semiconductors names. MU ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
895,211 | $355,550,952 | |
| 2 | NVDA |
Nvidia Corp
|
1,197,901 | $239,688,011 | |
| 3 | AVGO |
Broadcom Inc.
|
518,725 | $195,948,368 | |
| 4 | INTC |
Intel Corp
|
464,258 | $64,824,344 | |
| 5 | GFS |
GLOBALFOUNDRIES Inc.
|
659,990 | $54,389,775 | |
| 6 | TXN |
Texas Instruments Inc
|
150,372 | $44,821,382 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
152,247 | $33,646,587 | |
| 8 | MU |
Micron Technology Inc
This page
|
25,957 | $29,961,905 |
All Filings in MU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,961,905 | 25,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $675,589,121 | 1,999,731 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $38,978,699 | 232,959 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $11,216,890 | 129,093 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $12,384,207 | 94,155 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,523,097 | 89,262 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,416,756 | 110,344 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,103,066 | 75,012 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $36,612,200 | 606,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $52,427,570 | 1,048,971 | Shares | Sole | 2023-02-14 | |
| 2020-06-30 | $32,252,138 | 626,012 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,750,321 | 89,166 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||