Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$146,789,905
+$64,179,917 QoQ
Shares Held
127,169
-48.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#363
of 3,891 holders
Holding Since
Mar 2020
26 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, 2026Gotham Asset Management, LLC holds $1,693,041,305 across 33 Semiconductors names. MU ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,018,967 | $804,155,107 | |
| 2 | MU |
Micron Technology Inc
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|
127,169 | $146,789,905 | |
| 3 | AVGO |
Broadcom Inc.
|
337,845 | $127,620,948 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
131,260 | $76,250,246 | |
| 5 | ON |
On Semiconductor Corp
|
695,708 | $65,772,234 | |
| 6 | QCOM |
Qualcomm Inc/De
|
261,133 | $48,254,767 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
322,885 | $47,958,109 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
158,727 | $47,283,186 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,789,905 | 127,169 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $82,609,988 | 244,524 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,679,690 | 230,124 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,956,732 | 298,570 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,364,391 | 270,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,604,854 | 133,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,981,628 | 118,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,129,290 | 155,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,630,626 | 73,220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,010,153 | 67,946 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,799,436 | 56,239 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,828,170 | 26,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,678,221 | 26,592 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,836,266 | 30,432 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,082,316 | 41,663 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,874,247 | 256,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,178,465 | 292,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,284,150 | 209,066 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,087,784 | 161,973 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,208,590 | 129,735 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,840,666 | 21,660 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,554,524 | 17,623 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,847,698 | 24,577 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,403,070 | 29,878 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,561,880 | 30,316 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $317,805 | 7,556 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||