Position in MU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,582,530
+$6,696,357 QoQ
Shares Held
9,168
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#1,096
of 3,878 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LOM Asset Management Ltd holds $52,885,478 across 9 Semiconductors names. MU ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
42,601 | $16,092,527 | |
| 2 | NVDA |
Nvidia Corp
|
59,414 | $11,888,147 | |
| 3 | MU |
Micron Technology Inc
This page
|
9,168 | $10,582,530 | |
| 4 | ADI |
Analog Devices Inc
|
22,410 | $8,900,579 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,343 | $2,551,656 | |
| 6 | QCOM |
Qualcomm Inc/De
|
9,341 | $1,726,123 | |
| 7 | TXN |
Texas Instruments Inc
|
1,655 | $493,305 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
820 | $476,346 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,582,530 | 9,168 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,886,173 | 11,503 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,502,836 | 12,273 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,775,599 | 10,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,080,532 | 8,767 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||