Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$517,208,491
+$365,430,493 QoQ
Shares Held
448,075
-0.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
6.20%
of 13F equity value
Holder Rank
#180
of 3,878 holders
Holding Since
Dec 2024
7 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, 2026GF FUND MANAGEMENT CO. LTD. holds $2,182,225,006 across 18 Semiconductors names. MU ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
448,075 | $517,208,491 | |
| 2 | NVDA |
Nvidia Corp
|
2,336,742 | $467,558,706 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
619,172 | $359,683,206 | |
| 4 | AVGO |
Broadcom Inc.
|
625,760 | $236,380,840 | |
| 5 | INTC |
Intel Corp
|
1,073,321 | $149,867,811 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
297,940 | $65,844,740 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
225,856 | $58,867,107 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
187,949 | $55,988,127 |
All Filings in MU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,208,491 | 448,075 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $151,777,998 | 449,260 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $88,917,487 | 311,543 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $49,119,630 | 293,567 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $26,895,122 | 218,216 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,946,451 | 218,051 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $17,769,205 | 211,136 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||