Position in MU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$67,507,496
+$48,862,783 QoQ
Shares Held
58,484
+6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#493
of 3,877 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Generali Asset Management SPA SGR holds $814,689,175 across 15 Semiconductors names. MU ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,075,742 | $415,335,216 | |
| 2 | AVGO |
Broadcom Inc.
|
249,767 | $94,349,484 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
140,264 | $81,480,760 | |
| 4 | MU |
Micron Technology Inc
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|
58,484 | $67,507,496 | |
| 5 | INTC |
Intel Corp
|
348,006 | $48,592,077 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
69,388 | $33,137,627 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
101,900 | $30,354,991 | |
| 8 | TXN |
Texas Instruments Inc
|
61,000 | $18,182,270 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,507,496 | 58,484 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,644,713 | 55,188 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,374,312 | 46,860 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,393,225 | 74,069 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,852,946 | 55,602 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,158,936 | 70,882 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,601,553 | 30,912 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||