Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Position in MU — Micron Technology Inc
CIK 2079571
WARSAW, R9
Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,241,245
+$6,084,787 QoQ
Shares Held
10,605
-41.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.31%
of 13F equity value
Holder Rank
#1,036
of 3,878 holders
Holding Since
Mar 2021
22 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, 2026Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holds $66,119,359 across 15 Semiconductors names. MU ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
96,773 | $19,363,309 | |
| 2 | MU |
Micron Technology Inc
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|
10,605 | $12,241,245 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
16,639 | $9,665,761 | |
| 4 | AVGO |
Broadcom Inc.
|
15,124 | $5,713,091 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
11,467 | $4,065,854 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,842 | $3,745,103 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
12,184 | $3,629,491 | |
| 8 | RMBS |
Rambus Inc
|
16,650 | $2,210,121 |
All Filings in MU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,241,245 | 10,605 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,156,458 | 18,223 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,526,185 | 22,866 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,713,667 | 22,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,242,707 | 26,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,286,075 | 26,310 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $3,376,667 | 40,122 | Shares | Sole | 2025-08-28 | |
| 2024-09-30 | $4,066,987 | 39,215 | Shares | Sole | 2025-08-29 | |
| 2024-06-30 | $5,227,659 | 39,745 | Shares | Sole | 2025-08-29 | |
| 2024-03-31 | $4,848,226 | 41,125 | Shares | Sole | 2025-08-29 | |
| 2023-12-31 | $4,074,985 | 47,750 | Shares | Sole | 2025-09-02 | |
| 2023-09-30 | $3,248,432 | 47,750 | Shares | Sole | 2025-09-02 | |
| 2023-06-30 | $3,291,186 | 52,150 | Shares | Sole | 2025-09-02 | |
| 2023-03-31 | $3,345,853 | 55,450 | Shares | Sole | 2025-09-02 | |
| 2022-12-31 | $3,041,283 | 60,850 | Shares | Sole | 2025-09-02 | |
| 2022-09-30 | $4,063,110 | 81,100 | Shares | Sole | 2025-09-02 | |
| 2022-06-30 | $5,334,520 | 96,500 | Shares | Sole | 2025-09-02 | |
| 2022-03-31 | $3,115,600 | 40,000 | Shares | Sole | 2025-09-02 | |
| 2021-12-31 | $5,710,095 | 61,300 | Shares | Sole | 2025-09-02 | |
| 2021-09-30 | $4,161,841 | 58,634 | Shares | Sole | 2025-09-02 | |
| 2021-06-30 | $5,569,929 | 65,544 | Shares | Sole | 2025-09-02 | |
| 2021-03-31 | $1,882,754 | 21,344 | Shares | Sole | 2025-09-02 | |
| No filing history on record for this holder in this stock. | ||||||