THAMES CAPITAL MANAGEMENT LLC

Position in MU — Micron Technology Inc

CIK 1714267 Roseland, NJ

Position in MU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$52,390,914

+$35,422,225 QoQ

Shares Held

45,388

-9.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.41%

of 13F equity value

Holder Rank

#563

of 3,878 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $280,694,657 across 12 Semiconductors names. MU ranks #1 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	45,388	$52,390,914
2	AMD	Advanced Micro Devices Inc	66,972	$38,904,704
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	77,008	$36,776,710
4	INTC	Intel Corp	223,725	$31,238,721
5	ALAB	Astera Labs, Inc.	57,733	$27,886,193
6	NVDA	Nvidia Corp	116,169	$23,244,255
7	AVGO	Broadcom Inc.	60,391	$22,812,700
8	SIMO	Silicon Motion Technology CORP	52,823	$17,607,490

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,390,914	45,388	-9.6%	Shares	Sole	2026-08-12
2026-03-31	$16,968,689	50,227	-31.1%	Shares	Sole	2026-05-12
2025-12-31	$20,792,689	72,852	-21.0%	Shares	Sole	2026-02-10
2025-06-30	$11,373,017	92,276	+48.7%	Shares	Sole	2025-08-11
2024-03-31	$7,313,659	62,038	-30.6%	Shares	Sole	2024-05-14
2022-12-31	$4,467,662	89,389	+128.1%	Shares	Sole	2023-02-14
2022-03-31	$3,052,275	39,187	-65.2%	Shares	Sole	2022-05-11
2021-03-31	$9,939,679	112,682	+138.0%	Shares	Sole	2021-05-13
2020-12-31	$3,558,795	47,337	-64.9%	Shares	Sole	2021-02-12
2020-06-30	$6,949,172	134,883	+2051.6%	Shares	Sole	2020-08-12
2020-03-31	$263,674	6,269	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.