Position in MU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,626,036
+$289,879 QoQ
Shares Held
10,733
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Perpetual Ltd holds $367,275,246 across 13 Semiconductors names. MU ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
332,260 | $112,287,265 | |
| 2 | NVDA |
Nvidia Corp
|
594,085 | $103,608,423 | |
| 3 | AVGO |
Broadcom Inc.
|
180,519 | $55,872,434 | |
| 4 | MCHP |
Microchip Technology Inc
|
765,254 | $49,443,060 | |
| 5 | QCOM |
Qualcomm Inc/De
|
272,221 | $35,056,619 | |
| 6 | MU |
Micron Technology Inc
This page
|
10,733 | $3,626,036 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
11,743 | $2,388,877 | |
| 8 | TXN |
Texas Instruments Inc
|
8,453 | $1,641,065 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,626,036 | 10,733 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,336,157 | 11,689 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,148,961 | 18,820 | Shares | Sole | 2025-10-10 | |
| 2024-09-30 | $674,218 | 6,501 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $82,446,422 | 626,826 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $632,597 | 5,366 | Shares | Defined | 2024-04-16 | |
| 2023-09-30 | $329,809 | 4,848 | Shares | Defined | 2023-10-10 | |
| 2020-09-30 | $7,160,460 | 152,480 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $8,452,886 | 164,070 | Shares | Sole | 2020-12-08 | |
| 2020-03-31 | $6,001,120 | 142,680 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||