Position in MU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,689,926
+$3,067,558 QoQ
Shares Held
28,682
+23.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Impax Asset Management Group plc holds $1,088,161,606 across 11 Semiconductors names. MU ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,641,085 | $635,005,224 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
2,314,196 | $229,221,113 | |
| 3 | MPWR |
Monolithic Power Systems Inc
|
88,456 | $96,713,367 | |
| 4 | AVGO |
Broadcom Inc.
|
170,190 | $52,675,506 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
68,746 | $23,232,710 | |
| 6 | QCOM |
Qualcomm Inc/De
|
84,167 | $10,839,026 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
49,817 | $10,134,272 | |
| 8 | MU |
Micron Technology Inc
This page
|
28,682 | $9,689,926 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,689,926 | 28,682 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,622,368 | 23,203 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,379,888 | 8,247 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||