Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$148,552,505
+$94,457,227 QoQ
Shares Held
128,696
-19.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#35
of 1,234 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. MU ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
This page
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,552,505 | 128,696 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $54,095,278 | 160,121 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $25,736,275 | 90,173 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,842,264 | 16,987 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,128,897 | 17,273 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,145,625 | 59,220 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,995,608 | 106,887 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $6,242,408 | 60,191 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,967,425 | 14,958 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,764,813 | 14,970 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,169,199 | 119,161 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,871,057 | 159,798 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,737,282 | 170,136 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,935,599 | 181,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,892,389 | 418,015 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||