Manhattan West Asset Management, LLC
Position in MU — Micron Technology Inc
CIK 1904770
Los Angeles, CA
Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$667,179
+$404,646 QoQ
Shares Held
578
-71.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,862
of 3,891 holders
Holding Since
Dec 2021
5 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, 2026Manhattan West Asset Management, LLC holds $53,261,137 across 7 Semiconductors names. MU ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
179,151 | $35,846,323 | |
| 2 | AVGO |
Broadcom Inc.
|
31,224 | $11,794,866 | |
| 3 | QCOM |
Qualcomm Inc/De
|
16,754 | $3,095,971 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,245 | $1,304,142 | |
| 5 | MU |
Micron Technology Inc
This page
|
578 | $667,179 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,129 | $336,317 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
453 | $216,339 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,179 | 578 | Shares | Sole | 2026-08-11 | |
| 2024-06-30 | $262,533 | 1,996 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $236,487 | 2,006 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $219,338 | 2,816 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $262,310 | 2,816 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||