Position in MU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,848,666
+$107,018 QoQ
Shares Held
8,432
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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 Mar 31, 2026Richard Bernstein Advisors LLC holds $47,316,064 across 6 Semiconductors names. MU ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
171,706 | $29,945,526 | |
| 2 | AVGO |
Broadcom Inc.
|
31,166 | $9,646,188 | |
| 3 | MU |
Micron Technology Inc
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|
8,432 | $2,848,666 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
12,662 | $2,575,830 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
14,774 | $1,463,364 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
18,806 | $836,490 |
All Filings in MU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,848,666 | 8,432 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,741,648 | 9,606 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,779,448 | 10,635 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,924,352 | 23,727 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,061,639 | 23,727 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,096,257 | 24,908 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,583,208 | 24,908 | Shares | Sole | 2024-11-08 | |
| 2022-06-30 | $1,273,098 | 23,030 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,793,806 | 23,030 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,145,244 | 23,030 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,634,669 | 23,030 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,957,089 | 23,030 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,031,476 | 23,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,731,395 | 23,030 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,081,488 | 23,030 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,186,505 | 23,030 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||