Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,433,238
+$40,577,095 QoQ
Shares Held
43,692
+49.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#574
of 3,891 holders
Holding Since
Mar 2026
2 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, 2026NS Partners Ltd holds $424,001,676 across 8 Semiconductors names. MU ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
977,258 | $195,539,552 | |
| 2 | AVGO |
Broadcom Inc.
|
176,623 | $66,719,338 | |
| 3 | MU |
Micron Technology Inc
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|
43,692 | $50,433,238 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
71,596 | $41,590,831 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
64,637 | $30,868,692 | |
| 6 | INTC |
Intel Corp
|
161,274 | $22,518,688 | |
| 7 | TXN |
Texas Instruments Inc
|
32,084 | $9,563,277 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
22,720 | $6,768,060 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,433,238 | 43,692 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,856,143 | 29,174 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||