Position in MU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,263,560
-$2,297,675 QoQ
Shares Held
21,500
-35.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $145,695,401 across 16 Semiconductors names. MU ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
367,700 | $41,289,033 | |
| 2 | TSEM |
Tower Semiconductor Ltd
|
166,000 | $29,129,680 | |
| 3 | LASR |
Nlight, Inc.
|
185,000 | $10,548,700 | |
| 4 | CEVA |
Ceva Inc
|
520,000 | $9,713,600 | |
| 5 | POWI |
Power Integrations Inc
|
175,000 | $8,960,000 | |
| 6 | MU |
Micron Technology Inc
This page
|
21,500 | $7,263,560 | |
| 7 | AIP |
Arteris, Inc.
|
400,000 | $6,576,000 | |
| 8 | QUIK |
QUICKLOGIC Corp
|
612,547 | $5,745,690 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||