Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$919,284,636
+$773,296,540 QoQ
Shares Held
796,407
+84.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
14.82%
of 13F equity value
Holder Rank
#112
of 3,878 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Evergreen Quality Fund GP, Ltd. holds $3,597,337,815 across 10 Semiconductors names. MU ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
796,407 | $919,284,636 | |
| 2 | INTC |
Intel Corp
|
5,213,100 | $727,905,153 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,297,712 | $619,748,319 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
981,449 | $347,992,371 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
546,274 | $317,336,029 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
677,631 | $201,859,498 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,084,305 | $200,368,720 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
396,600 | $150,854,742 |
All Filings in MU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,284,636 | 796,407 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $145,988,096 | 432,122 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $317,097,930 | 1,111,026 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||