Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,577,141
+$23,687,571 QoQ
Shares Held
26,490
+29.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#711
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, 2026Compagnie Lombard Odier SCmA holds $1,153,528,473 across 14 Semiconductors names. MU ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,427,486 | $685,805,672 | |
| 2 | AVGO |
Broadcom Inc.
|
828,088 | $312,810,241 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
70,017 | $40,673,574 | |
| 4 | INTC |
Intel Corp
|
263,954 | $36,855,897 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
64,381 | $30,746,434 | |
| 6 | MU |
Micron Technology Inc
This page
|
26,490 | $30,577,141 | |
| 7 | TXN |
Texas Instruments Inc
|
45,839 | $13,663,230 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
4,000 | $1,124,120 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,577,141 | 26,490 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,889,570 | 20,393 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $2,864,659 | 10,037 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $2,673,438 | 15,978 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $2,064,190 | 16,748 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,193,521 | 13,736 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $962,453 | 11,436 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $1,186,027 | 11,436 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $624,504 | 4,748 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $441,851 | 3,748 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $302,786 | 3,548 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $309,400 | 4,548 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $223,914 | 3,548 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $232,188 | 3,848 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $187,325 | 3,748 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $242,884 | 4,848 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $251,413 | 4,548 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $354,243 | 4,548 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $528,905 | 5,678 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $562,729 | 7,928 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $618,484 | 7,278 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $690,507 | 7,828 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $654,666 | 8,708 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $684,911 | 14,585 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $664,608 | 12,900 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $273,390 | 6,500 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||