PKO Investment Management Joint-Stock Co
Position in MU — Micron Technology Inc
CIK 2059321
WARSAW, R9
Position in MU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,017,310
+$30,152,350 QoQ
Shares Held
39,000
-11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
#601
of 3,878 holders
Holding Since
Dec 2021
19 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, 2026PKO Investment Management Joint-Stock Co holds $237,032,234 across 13 Semiconductors names. MU ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
368,000 | $73,633,120 | |
| 2 | MU |
Micron Technology Inc
This page
|
39,000 | $45,017,310 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
53,000 | $30,788,230 | |
| 4 | AVGO |
Broadcom Inc.
|
60,000 | $22,665,000 | |
| 5 | INTC |
Intel Corp
|
162,000 | $22,620,060 | |
| 6 | TXN |
Texas Instruments Inc
|
32,000 | $9,538,240 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,000 | $8,936,700 | |
| 8 | ADI |
Analog Devices Inc
|
17,000 | $6,751,890 |
All Filings in MU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,017,310 | 39,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,864,960 | 44,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,130,990 | 39,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,019,600 | 30,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,095,250 | 17,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,516,750 | 75,000 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,059,520 | 72,000 | Shares | Sole | 2025-03-13 | |
| 2024-09-30 | $2,903,880 | 28,000 | Shares | Sole | 2025-03-13 | |
| 2024-06-30 | $1,972,950 | 15,000 | Shares | Sole | 2025-03-13 | |
| 2024-03-31 | $1,768,350 | 15,000 | Shares | Sole | 2025-03-13 | |
| 2023-12-31 | $1,706,800 | 20,000 | Shares | Sole | 2025-03-13 | |
| 2023-09-30 | $1,360,600 | 20,000 | Shares | Sole | 2025-03-13 | |
| 2023-06-30 | $2,524,400 | 40,000 | Shares | Sole | 2025-03-13 | |
| 2023-03-31 | $3,620,400 | 60,000 | Shares | Sole | 2025-03-13 | |
| 2022-12-31 | $6,497,400 | 130,000 | Shares | Sole | 2025-03-13 | |
| 2022-09-30 | $7,765,500 | 155,000 | Shares | Sole | 2025-03-13 | |
| 2022-06-30 | $8,568,400 | 155,000 | Shares | Sole | 2025-03-13 | |
| 2022-03-31 | $7,789,000 | 100,000 | Shares | Sole | 2025-03-13 | |
| 2021-12-31 | $13,972,500 | 150,000 | Shares | Sole | 2025-03-13 | |
| No filing history on record for this holder in this stock. | ||||||