Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$599,467,814
+$452,883,768 QoQ
Shares Held
519,339
+19.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#159
of 3,878 holders
Holding Since
Mar 2020
15 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, 2026AustralianSuper Pty Ltd holds $3,546,428,335 across 12 Semiconductors names. MU ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,321,096 | $1,464,878,098 | |
| 2 | AVGO |
Broadcom Inc.
|
1,674,682 | $632,611,125 | |
| 3 | MU |
Micron Technology Inc
This page
|
519,339 | $599,467,814 | |
| 4 | INTC |
Intel Corp
|
2,291,647 | $319,982,670 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
368,061 | $213,810,315 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
381,083 | $181,993,808 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
151,983 | $53,888,612 | |
| 8 | TXN |
Texas Instruments Inc
|
168,848 | $50,328,523 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,467,814 | 519,339 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $146,584,046 | 433,886 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $51,849,578 | 181,667 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,023,735 | 12,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,490,708 | 12,095 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,050,934 | 12,095 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $872,486 | 10,367 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,075,161 | 10,367 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,363,571 | 10,367 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,084,063 | 34,643 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,580,951 | 41,961 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,500,510 | 36,756 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,205,189 | 34,942 | Shares | Sole | 2023-07-28 | |
| 2020-06-30 | $7,838,149 | 152,138 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,256,867 | 338,965 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||