YOUSIF CAPITAL MANAGEMENT, LLC
Position in MU — Micron Technology Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in MU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$136,146,196
+$92,452,674 QoQ
Shares Held
117,948
-8.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#371
of 3,878 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $1,097,071,435 across 35 Semiconductors names. MU ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,284,028 | $457,011,162 | |
| 2 | AVGO |
Broadcom Inc.
|
453,874 | $171,450,903 | |
| 3 | MU |
Micron Technology Inc
This page
|
117,948 | $136,146,196 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
162,118 | $94,175,967 | |
| 5 | INTC |
Intel Corp
|
516,348 | $72,097,671 | |
| 6 | TXN |
Texas Instruments Inc
|
94,447 | $28,151,817 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
77,415 | $23,061,154 | |
| 8 | ADI |
Analog Devices Inc
|
52,696 | $20,929,270 |
All Filings in MU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,146,196 | 117,948 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $43,693,522 | 129,332 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $38,905,949 | 136,316 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $23,716,271 | 141,742 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,619,993 | 151,075 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,147,847 | 151,316 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,920,411 | 153,522 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $16,251,253 | 156,699 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $20,818,436 | 158,279 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,135,197 | 162,314 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $14,078,113 | 164,965 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,744,767 | 172,641 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,230,298 | 177,948 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,585,144 | 175,425 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,133,645 | 182,746 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $8,913,541 | 177,915 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $10,013,972 | 181,150 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,481,308 | 185,920 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,017,107 | 182,685 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||