Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,011,927
-$20,705,688 QoQ
Shares Held
4,342
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,466
of 3,877 holders
Holding Since
Jun 2023
5 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, 2026KADENSA CAPITAL Ltd holds $164,833,572 across 6 Semiconductors names. MU ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
142,610 | $68,106,257 | |
| 2 | NVDA |
Nvidia Corp
|
246,094 | $49,240,948 | |
| 3 | STM |
STMicroelectronics N.V.
|
373,702 | $27,986,542 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
29,799 | $10,565,831 | |
| 5 | MU |
Micron Technology Inc
This page
|
4,342 | $5,011,927 | |
| 6 | VSH |
Vishay Intertechnology Inc
|
72,928 | $3,922,067 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,011,927 | 4,342 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $25,717,615 | 295,979 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $27,834,104 | 268,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,649,788 | 103,777 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $31,808,449 | 504,016 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||