Artisan Partners Limited Partnership
Position in MU — Micron Technology Inc
CIK 1466153
Milwaukee, WI
Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,775,277
+$168,591,536 QoQ
Shares Held
186,067
+36.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#293
of 3,878 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Jun 30, 2024CallValue
$37,670,192
CallShares
286,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. MU ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
This page
|
186,067 | $214,775,277 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,775,277 | 186,067 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $46,183,741 | 136,703 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $3,186,577 | 24,227 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $37,670,192 | 286,400 | Call | Sole | 2024-08-12 | |
| 2024-03-31 | $24,445,434 | 207,358 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $135,562,590 | 1,588,500 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $7,411,864 | 86,851 | Shares | Sole | 2024-02-12 | |
| 2021-06-30 | $44,827,629 | 527,508 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $45,236,646 | 512,829 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $134,273,262 | 1,522,200 | Call | Sole | 2021-05-11 | |
| 2020-12-31 | $232,110,732 | 3,087,400 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $13,377,905 | 177,945 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,193,608 | 68,007 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $113,112,552 | 2,408,700 | Call | Sole | 2020-11-12 | |
| 2020-06-30 | $59,967,116 | 1,163,958 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $38,523,553 | 915,919 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||