Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$114,732,962
+$60,601,873 QoQ
Shares Held
99,397
-38.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#400
of 3,891 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $1,818,320,198 across 19 Semiconductors names. MU ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,664,893 | $733,308,439 | |
| 2 | AVGO |
Broadcom Inc.
|
871,867 | $329,347,758 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
464,509 | $221,835,562 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
283,925 | $164,934,871 | |
| 5 | MU |
Micron Technology Inc
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|
99,397 | $114,732,962 | |
| 6 | TXN |
Texas Instruments Inc
|
220,702 | $65,784,644 | |
| 7 | ADI |
Analog Devices Inc
|
138,570 | $55,035,846 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
118,257 | $35,227,576 |
All Filings in MU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,732,962 | 99,397 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $54,131,089 | 160,227 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $22,442,644 | 78,633 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $13,114,206 | 78,378 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,681,584 | 86,666 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,646,458 | 64,984 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,296,883 | 39,174 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,247,338 | 40,954 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $7,474,059 | 56,824 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,883,664 | 100,803 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,833,713 | 103,512 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,853,885 | 100,748 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,130,270 | 128,827 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,487,862 | 90,949 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $4,680,175 | 93,641 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,351,736 | 86,861 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,605,626 | 119,494 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,252,095 | 157,300 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $13,808,462 | 148,239 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||