EULAV Asset Management

Position in MU — Micron Technology Inc

CIK 1540826 SARASOTA, FL

Position in MU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$61,761,440

+$40,473,804 QoQ

Shares Held

53,506

-15.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#525

of 3,891 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EULAV Asset Management holds $280,165,920 across 7 Semiconductors names. MU ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	133,515	$77,560,198
2	MU	Micron Technology Inc This page	53,506	$61,761,440
3	NVDA	Nvidia Corp	246,174	$49,256,955
4	MPWR	Monolithic Power Systems, Inc.	32,677	$45,171,377
5	AVGO	Broadcom Inc.	90,066	$34,022,431
6	MTSI	MACOM Technology Solutions Holdings, Inc.	26,046	$9,907,117
7	ON	On Semiconductor Corp	26,300	$2,486,402

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,761,440	53,506	-15.1%	Shares	Sole	2026-07-29
2026-03-31	$21,287,636	63,011	+18.9%	Shares	Sole	2026-05-07
2025-12-31	$15,129,869	53,011	+6.0%	Shares	Sole	2026-02-11
2025-09-30	$8,366,000	50,000	-9.1%	Shares	Sole	2025-10-28
2025-06-30	$6,778,750	55,000	+44.7%	Shares	Sole	2025-08-12
2025-03-31	$3,301,820	38,000	-57.8%	Shares	Sole	2025-04-30
2024-12-31	$7,574,400	90,000	+80.0%	Shares	Sole	2025-01-28
2024-09-30	$5,185,500	50,000	+56.2%	Shares	Sole	2024-11-08
2024-06-30	$4,208,960	32,000	-13.5%	Shares	Sole	2024-08-13
2024-03-31	$4,361,930	37,000	+12.1%	Shares	Sole	2024-05-30
2023-12-31	$2,816,220	33,000	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$2,381,050	35,000	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,208,850	35,000	-7.9%	Shares	Sole	2023-08-10
2023-03-31	$2,292,920	38,000	-9.5%	Shares	Sole	2023-04-27
2022-12-31	$2,099,160	42,000	-60.8%	Shares	Sole	2023-02-14
2022-09-30	$5,361,451	107,015	-38.1%	Shares	Sole	2022-11-04
2022-06-30	$9,564,600	173,021	-29.4%	Shares	Sole	2022-07-22
2022-03-31	$19,083,050	245,000	+32.4%	Shares	Sole	2022-05-10
2021-12-31	$17,232,750	185,000	-2.7%	Shares	Sole	2022-02-11
2021-09-30	$13,493,936	190,109	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$16,153,763	190,089	+15.1%	Shares	Sole	2021-08-06
2021-03-31	$14,562,147	165,085	+22.2%	Shares	Sole	2021-04-30
2020-12-31	$10,156,667	135,098	-20.5%	Shares	Sole	2021-02-16
2020-09-30	$7,983,200	170,000	+9.7%	Shares	Sole	2020-11-05
2020-06-30	$7,985,600	155,000	+82.4%	Shares	Sole	2020-08-11
2020-03-31	$3,575,100	85,000	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.