Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,939,204
+$25,249,278 QoQ
Shares Held
30,269
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#668
of 3,878 holders
Holding Since
Sep 2025
4 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, 2026Impax Asset Management Group plc holds $1,230,325,506 across 11 Semiconductors names. MU ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,722,756 | $744,886,248 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
660,285 | $196,692,298 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
63,427 | $87,678,947 | |
| 4 | AVGO |
Broadcom Inc.
|
142,317 | $53,760,246 | |
| 5 | MU |
Micron Technology Inc
This page
|
30,269 | $34,939,204 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
47,448 | $27,563,017 | |
| 7 | INTC |
Intel Corp
|
193,978 | $27,085,148 | |
| 8 | QCOM |
Qualcomm Inc/De
|
116,425 | $21,514,175 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,939,204 | 30,269 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||