Position in MU
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$665,519,038
+$260,269,998 QoQ
Shares Held
2,331,800
-3.7% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 95.42413586070847.ToString("F0")%
Shared 0.ToString("F0")%
None 4.575864139291534.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $4,561,830,093 across 43 Semiconductors names. MU ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,951,900 | $1,669,529,350 | |
| 2 | MU |
Micron Technology Inc
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|
2,331,800 | $665,519,038 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,900,140 | $621,093,982 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662,600 | $505,247,514 | |
| 5 | INTC |
Intel Corp
|
5,212,150 | $192,328,335 | |
| 6 | ON |
On Semiconductor Corp
|
3,296,301 | $178,494,699 | |
| 7 | AVGO |
Broadcom Inc.
|
463,850 | $160,538,485 | |
| 8 | TXN |
Texas Instruments Inc
|
742,500 | $128,816,325 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $665,519,038 | 2,331,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,249,040 | 2,422,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $369,750 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $13,061,632 | 155,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $474,286,572 | 4,573,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $483,964,635 | 3,679,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $490,646,391 | 4,161,900 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $480,267,918 | 5,627,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $413,309,462 | 6,075,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $301,451,226 | 4,776,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,397,630 | 669,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,872,650 | 117,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,193,350 | 183,500 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $117,807,060 | 1,567,000 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $34,559,616 | 670,800 | Shares | Sole | 2020-09-15 | |
| No filing history on record for this holder in this stock. | ||||||