Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,892,649
+$13,629,089 QoQ
Shares Held
18,100
-15.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#839
of 3,892 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, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $188,962,592 across 16 Semiconductors names. MU ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
147,700 | $49,232,841 | |
| 2 | TSEM |
Tower Semiconductor Ltd
|
99,000 | $25,803,360 | |
| 3 | MU |
Micron Technology Inc
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|
18,100 | $20,892,649 | |
| 4 | CEVA |
Ceva Inc
|
369,363 | $17,419,159 | |
| 5 | AIP |
Arteris, Inc.
|
296,800 | $14,421,512 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
18,820 | $10,932,726 | |
| 7 | VSH |
Vishay Intertechnology Inc
|
180,475 | $9,705,945 | |
| 8 | LASR |
Nlight, Inc.
|
121,500 | $8,458,830 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,892,649 | 18,100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,263,560 | 21,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,561,235 | 33,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,023,520 | 36,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,437,000 | 36,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,128,040 | 36,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,029,760 | 36,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,733,560 | 36,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,735,080 | 36,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,244,040 | 36,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,072,240 | 36,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,449,080 | 36,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,271,960 | 36,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,172,240 | 36,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,249,500 | 25,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,252,500 | 25,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,382,000 | 25,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,947,250 | 25,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,328,750 | 25,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,774,500 | 25,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,124,500 | 25,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,205,250 | 25,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,879,500 | 25,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,174,000 | 25,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,288,000 | 25,000 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,051,500 | 25,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||