Position in MU
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$21,342,703
+$13,410,589 QoQ
Shares Held
63,174
+127.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Groupe la Francaise holds $865,688,609 across 14 Semiconductors names. MU ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,511,717 | $438,043,444 | |
| 2 | AVGO |
Broadcom Inc.
|
663,725 | $205,429,524 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
255,969 | $86,504,723 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
174,117 | $35,420,620 | |
| 5 | ADI |
Analog Devices Inc
|
102,054 | $32,467,459 | |
| 6 | MU |
Micron Technology Inc
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|
63,174 | $21,342,703 | |
| 7 | TXN |
Texas Instruments Inc
|
83,906 | $16,289,510 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
41,953 | $6,346,649 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,342,703 | 63,174 | Shares | Defined | 2026-05-21 | |
| 2025-12-31 | $7,932,114 | 27,792 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,581,459 | 33,358 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,306,427 | 26,827 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,213,696 | 25,477 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||