Position in MU
as of Mar 31, 2026
· filed Jun 15, 2026
Position Value
$5,067,600
+$4,562,640 QoQ
Shares Held
15,000
+150.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2026CallValue
$1,824,336
CallShares
5,400
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 Mar 31, 2026Carmignac Gestion holds $1,018,457,981 across 8 Semiconductors names. MU ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,566,444 | $796,387,833 | |
| 2 | AVGO |
Broadcom Inc.
|
541,651 | $167,646,401 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
364,500 | $34,215,615 | |
| 4 | ALAB |
Astera Labs, Inc.
|
60,000 | $6,576,000 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
27,843 | $5,795,520 | |
| 6 | MU |
Micron Technology Inc
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|
15,000 | $5,067,600 | |
| 7 | SKYT |
SkyWater Technology, Inc
|
84,106 | $2,305,345 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,372 | $463,667 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,067,600 | 15,000 | Shares | Sole | 2026-06-15 | |
| 2026-03-31 | $1,824,336 | 5,400 | Call | Sole | 2026-06-15 | |
| 2024-12-31 | $504,960 | 6,000 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $15,747,692 | 119,727 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $15,125,950 | 115,000 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $182,086,292 | 1,544,544 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $43,029,850 | 365,000 | Call | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||