Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$236,453,997
+$170,552,900 QoQ
Shares Held
204,848
+5.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#281
of 3,878 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026USS Investment Management Ltd holds $2,003,650,633 across 30 Semiconductors names. MU ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,189,694 | $838,315,872 | |
| 2 | AVGO |
Broadcom Inc.
|
756,791 | $285,877,800 | |
| 3 | MU |
Micron Technology Inc
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|
204,848 | $236,453,997 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
291,735 | $169,471,778 | |
| 5 | INTC |
Intel Corp
|
760,454 | $106,182,192 | |
| 6 | TXN |
Texas Instruments Inc
|
176,208 | $52,522,318 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
172,407 | $51,358,321 | |
| 8 | QCOM |
Qualcomm Inc/De
|
225,271 | $41,627,828 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,453,997 | 204,848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $65,901,097 | 195,066 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,180,807 | 189,835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,570,845 | 194,662 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,992,091 | 194,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,521,438 | 190,142 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,005,801 | 190,183 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,325,811 | 195,987 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,605,779 | 209,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,150,238 | 204,854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,394,681 | 203,828 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,033,487 | 250,382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,285,431 | 242,203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,209,662 | 252,066 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,292,780 | 245,954 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,505,545 | 329,452 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,102,215 | 399,823 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,551,258 | 289,527 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $25,174,532 | 270,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,182,912 | 270,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,673,568 | 102,066 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,003,241 | 102,066 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,673,321 | 102,066 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,793,019 | 102,066 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,144,168 | 99,848 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,825,404 | 43,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||