Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,248,548
-$49,627,052 QoQ
Shares Held
77,319
-90.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#437
of 3,878 holders
Holding Since
Jun 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, 2026Holocene Advisors, LP holds $2,737,822,485 across 23 Semiconductors names. MU ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,083,601 | $1,217,267,724 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,193,476 | $693,302,143 | |
| 3 | STM |
STMicroelectronics N.V.
|
2,495,565 | $186,892,862 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
404,734 | $110,067,411 | |
| 5 | ON |
On Semiconductor Corp
|
1,010,241 | $95,508,184 | |
| 6 | MU |
Micron Technology Inc
This page
|
77,319 | $89,248,548 | |
| 7 | MCHP |
Microchip Technology Inc
|
923,792 | $84,249,830 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
242,900 | $72,357,481 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,248,548 | 77,319 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $138,875,600 | 830,000 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $11,923,512 | 101,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $94,683,961 | 1,109,491 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,863,101 | 1,526,725 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,945,253 | 474,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,548,941 | 1,053,181 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,779,979 | 1,116,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,792,115 | 95,651 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $203,864,829 | 2,188,565 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $348,757 | 4,104 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,329,744 | 525,221 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $38,740,780 | 515,307 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,496,863 | 53,170 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $21,718,668 | 421,558 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||