Position in MU
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$25,944,760
+$7,109,413 QoQ
Shares Held
76,796
+16.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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, 2026Liontrust Investment Partners LLP holds $662,936,115 across 10 Semiconductors names. MU ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
619,552 | $191,757,539 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
520,558 | $175,922,576 | |
| 3 | NVDA |
Nvidia Corp
|
609,786 | $106,346,678 | |
| 4 | MPWR |
Monolithic Power Systems Inc
|
71,266 | $77,918,681 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
347,339 | $52,545,443 | |
| 6 | MU |
Micron Technology Inc
This page
|
76,796 | $25,944,760 | |
| 7 | TXN |
Texas Instruments Inc
|
67,251 | $13,056,109 | |
| 8 | ALAB |
Astera Labs, Inc.
|
105,270 | $11,537,592 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,944,760 | 76,796 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $18,835,347 | 65,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,198,870 | 78,884 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $13,056,119 | 105,932 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $21,986,298 | 253,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,467,725 | 136,261 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,006,846 | 106,131 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,959,410 | 106,131 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $75,921 | 644 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,558,519 | 264,337 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,247,181 | 135,928 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,819,265 | 123,899 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,018,187 | 298,611 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $9,143,801 | 182,511 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,650,269 | 156,481 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||