Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$115,411,685
+$84,120,732 QoQ
Shares Held
99,985
-62.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#397
of 3,878 holders
Holding Since
Dec 2020
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, 2026Munro Partners holds $817,430,961 across 9 Semiconductors names. MU ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,301 | $296,793,697 | |
| 2 | AVGO |
Broadcom Inc.
|
389,356 | $147,079,229 | |
| 3 | MU |
Micron Technology Inc
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|
99,985 | $115,411,685 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
171,716 | $99,751,541 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
193,733 | $68,691,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
171,565 | $51,107,497 | |
| 7 | QCOM |
Qualcomm Inc/De
|
110,365 | $20,394,348 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
56,530 | $14,733,979 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,411,685 | 99,985 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $31,290,953 | 265,425 | Shares | Sole | 2025-10-21 | |
| 2021-03-31 | $93,467,316 | 1,059,600 | Shares | Sole | 2025-10-28 | |
| 2020-12-31 | $59,324,538 | 789,100 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||