Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,471,306
+$239,853,396 QoQ
Shares Held
254,244
+60.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#248
of 3,878 holders
Holding Since
Sep 2023
11 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, 2026Vinva Investment Management Ltd holds $2,181,562,926 across 18 Semiconductors names. MU ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
5,236,319 | $1,047,735,068 | |
| 2 | AVGO |
Broadcom Inc.
|
1,016,966 | $384,158,906 | |
| 3 | MU |
Micron Technology Inc
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|
254,244 | $293,471,306 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
311,181 | $180,768,154 | |
| 5 | INTC |
Intel Corp
|
517,317 | $72,232,972 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
190,861 | $56,855,583 | |
| 7 | QCOM |
Qualcomm Inc/De
|
206,936 | $38,239,703 | |
| 8 | ALAB |
Astera Labs, Inc.
|
58,912 | $28,455,674 |
All Filings in MU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,471,306 | 254,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,617,910 | 158,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,188,888 | 154,826 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,701,619 | 105,795 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,474,474 | 76,872 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,716,041 | 54,276 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,687,459 | 55,697 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,205,516 | 50,193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,887,523 | 37,159 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,006,784 | 25,505 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $469,951 | 6,908 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||