Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$230,015,368
+$145,998,615 QoQ
Shares Held
199,270
-19.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#19
of 1,234 holders
Holding Since
Mar 2024
10 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, 2026Mediolanum International Funds Ltd holds $1,759,460,082 across 15 Semiconductors names. MU ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,591,853 | $718,693,866 | |
| 2 | AVGO |
Broadcom Inc.
|
963,484 | $363,956,081 | |
| 3 | MU |
Micron Technology Inc
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|
199,270 | $230,015,368 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
297,342 | $172,728,941 | |
| 5 | INTC |
Intel Corp
|
547,770 | $76,485,125 | |
| 6 | TXN |
Texas Instruments Inc
|
150,689 | $44,915,870 | |
| 7 | ADI |
Analog Devices Inc
|
91,927 | $36,510,646 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
98,396 | $26,758,792 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,015,368 | 199,270 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $84,016,753 | 248,688 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,092,441 | 168,503 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $35,990,532 | 215,100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,022,465 | 65,091 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,566,014 | 133,111 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,383,210 | 63,964 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,974,686 | 144,390 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,090,519 | 53,908 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,652,551 | 141,255 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||