Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$332,990,731
+$245,561,795 QoQ
Shares Held
288,481
+11.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#232
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 26%
None 44%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$608,112
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Cerity Partners LLC holds $5,678,802,002 across 40 Semiconductors names. MU ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,610,763 | $2,723,377,566 | |
| 2 | AVGO |
Broadcom Inc.
|
3,055,390 | $1,154,173,572 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
698,817 | $405,949,782 | |
| 4 | MU |
Micron Technology Inc
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|
288,481 | $332,990,731 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
638,639 | $304,994,824 | |
| 6 | INTC |
Intel Corp
|
1,326,665 | $185,242,231 | |
| 7 | ADI |
Analog Devices Inc
|
340,330 | $135,168,865 | |
| 8 | TXN |
Texas Instruments Inc
|
429,200 | $127,931,641 |
All Filings in MU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,990,731 | 288,481 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $608,112 | 1,800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $87,428,936 | 258,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,868,686 | 220,275 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $34,940,933 | 208,827 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,786,571 | 103,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,792,451 | 78,173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,567,414 | 89,917 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,802,150 | 94,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,836,162 | 59,577 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,449,412 | 71,672 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,619,084 | 30,690 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $841,803 | 12,374 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,340,140 | 21,235 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,184,956 | 19,638 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,000,599 | 20,020 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $999,244 | 19,945 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,210,023 | 21,889 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,033,288 | 13,266 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,448,203 | 15,547 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $693,474 | 9,770 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $847,845 | 9,977 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $738,053 | 8,367 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $664,064 | 8,833 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $368,823 | 7,854 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $416,436 | 8,083 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $807,846 | 19,207 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||