Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,839,935
+$18,276,654 QoQ
Shares Held
30,183
-38.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#670
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026Osmosis Investment Management UK Ltd holds $336,591,202 across 14 Semiconductors names. MU ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
798,236 | $159,719,041 | |
| 2 | AVGO |
Broadcom Inc.
|
130,372 | $49,248,023 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
67,712 | $39,334,577 | |
| 4 | MU |
Micron Technology Inc
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|
30,183 | $34,839,935 | |
| 5 | INTC |
Intel Corp
|
177,563 | $24,793,121 | |
| 6 | ADI |
Analog Devices Inc
|
44,403 | $17,635,539 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
7,650 | $2,149,879 | |
| 8 | MCHP |
Microchip Technology Inc
|
21,523 | $1,962,897 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,839,935 | 30,183 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,563,281 | 49,027 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||