Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$239,704,478
+$187,258,873 QoQ
Shares Held
207,664
+33.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#279
of 3,877 holders
Holding Since
Dec 2025
3 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, 2026Life Cycle Investment Partners Ltd holds $4,036,895,638 across 14 Semiconductors names. MU ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,474,723 | $1,695,707,325 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,329,941 | $635,139,923 | |
| 3 | AVGO |
Broadcom Inc.
|
1,556,143 | $587,833,018 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
597,244 | $346,945,012 | |
| 5 | INTC |
Intel Corp
|
1,854,351 | $258,923,030 | |
| 6 | MU |
Micron Technology Inc
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|
207,664 | $239,704,478 | |
| 7 | ADI |
Analog Devices Inc
|
169,602 | $67,360,826 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
211,740 | $63,075,228 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,704,478 | 207,664 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $52,445,605 | 155,238 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,814,512 | 65,921 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||