Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,747,593
+$11,950,246 QoQ
Shares Held
17,108
-25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#314
of 2,132 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, 2026Pictet North America Advisors SA holds $139,438,956 across 8 Semiconductors names. MU ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
178,783 | $85,381,397 | |
| 2 | MU |
Micron Technology Inc
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|
17,108 | $19,747,593 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
22,889 | $13,296,448 | |
| 4 | NVDA |
Nvidia Corp
|
43,698 | $8,743,532 | |
| 5 | AVGO |
Broadcom Inc.
|
22,418 | $8,468,399 | |
| 6 | TXN |
Texas Instruments Inc
|
5,600 | $1,669,192 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
5,050 | $1,116,050 | |
| 8 | QCOM |
Qualcomm Inc/De
|
5,500 | $1,016,345 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,747,593 | 17,108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,797,347 | 23,080 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,737,465 | 27,110 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,497,609 | 44,810 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,540,507 | 53,067 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,214,008 | 60,007 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,846,858 | 57,591 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,186,612 | 59,653 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,746,196 | 58,893 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,718,961 | 48,511 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,831,979 | 80,056 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,475,258 | 80,483 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,411,493 | 85,747 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,261,889 | 87,204 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,558,725 | 91,211 | Shares | Sole | 2023-03-22 | |
| 2022-09-30 | $4,720,371 | 94,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,546,297 | 100,331 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $8,040,662 | 103,231 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,225,413 | 120,509 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,247,946 | 116,201 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,013,444 | 94,298 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,110,733 | 91,948 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,662,438 | 62,017 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,313,095 | 27,962 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,359,458 | 26,387 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,109,837 | 26,387 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||