Position in MU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,874,179
New position
Shares Held
28,480
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#689
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Covea Finance holds $374,641,935 across 10 Semiconductors names. MU ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
591,189 | $118,291,007 | |
| 2 | AVGO |
Broadcom Inc.
|
205,568 | $77,653,312 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
100,044 | $58,116,560 | |
| 4 | ADI |
Analog Devices Inc
|
97,600 | $38,763,792 | |
| 5 | MU |
Micron Technology Inc
This page
|
28,480 | $32,874,179 | |
| 6 | TXN |
Texas Instruments Inc
|
62,950 | $18,763,506 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
28,900 | $10,992,693 | |
| 8 | ON |
On Semiconductor Corp
|
103,613 | $9,795,573 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,874,179 | 28,480 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||