Position in MU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$22,068,870
+$16,353,969 QoQ
Shares Held
19,119
+13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#822
of 3,891 holders
Holding Since
Jun 2024
6 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, 2026BDF-GESTION holds $168,312,190 across 8 Semiconductors names. MU ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
341,359 | $68,302,522 | |
| 2 | AVGO |
Broadcom Inc.
|
86,562 | $32,698,795 | |
| 3 | MU |
Micron Technology Inc
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|
19,119 | $22,068,870 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
27,726 | $16,106,310 | |
| 5 | INTC |
Intel Corp
|
83,126 | $11,606,883 | |
| 6 | TXN |
Texas Instruments Inc
|
23,352 | $6,960,530 | |
| 7 | ADI |
Analog Devices Inc
|
15,588 | $6,191,085 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,694 | $4,377,195 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,068,870 | 19,119 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,714,901 | 16,916 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,238,206 | 21,857 | Shares | Sole | 2026-01-09 | |
| 2024-12-31 | $4,618,195 | 54,874 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,430,020 | 62,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,154,860 | 62,000 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||