Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,521,737
+$16,000,140 QoQ
Shares Held
16,046
+81.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.65%
of 13F equity value
Holder Rank
#874
of 3,878 holders
Holding Since
Dec 2025
2 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, 2026VMS Asset Management Limited holds $93,459,109 across 9 Semiconductors names. MU ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
16,046 | $18,521,737 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
32,105 | $15,332,384 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
38,515 | $11,473,233 | |
| 4 | SITM |
SITIME Corp
|
14,375 | $10,717,425 | |
| 5 | STM |
STMicroelectronics N.V.
|
108,672 | $8,138,446 | |
| 6 | NVDA |
Nvidia Corp
|
39,529 | $7,909,357 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
28,185 | $7,664,910 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
20,200 | $7,162,314 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,521,737 | 16,046 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $2,521,597 | 8,835 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||