Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$346,737,016
+$33,346,276 QoQ
Shares Held
1,026,335
-6.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026Polar Capital Holdings Plc holds $4,749,713,696 across 17 Semiconductors names. MU ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,805,589 | $2,058,894,721 | |
| 2 | AVGO |
Broadcom Inc.
|
2,873,262 | $889,303,321 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
3,405,482 | $692,777,203 | |
| 4 | INTC |
Intel Corp
|
8,086,018 | $356,835,974 | |
| 5 | MU |
Micron Technology Inc
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|
1,026,335 | $346,737,016 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
930,778 | $206,697,870 | |
| 7 | ADI |
Analog Devices Inc
|
130,808 | $41,615,257 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
415,800 | $41,184,990 |
All Filings in MU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,737,016 | 1,026,335 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $313,390,740 | 1,098,037 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $303,773,977 | 1,815,527 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $215,886,795 | 1,751,617 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $134,570,105 | 1,548,741 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $112,572,163 | 1,337,597 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $199,732,288 | 1,925,873 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $352,485,274 | 2,679,885 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $268,892,943 | 2,280,880 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $165,983,398 | 1,944,966 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,319,456 | 122,291 | Shares | Defined | 2023-11-22 | |
| 2023-06-30 | $6,851,095 | 108,558 | Shares | Defined | 2023-12-13 | |
| 2023-03-31 | $6,550,389 | 108,558 | Shares | Defined | 2023-12-13 | |
| 2022-12-31 | $8,413,583 | 168,339 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $44,122,017 | 880,679 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $91,193,315 | 1,649,662 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $168,844,333 | 2,167,728 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $239,559,164 | 2,571,757 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $145,969,660 | 2,056,490 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $166,622,835 | 1,960,730 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $173,209,244 | 1,963,601 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||