Position in MU
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$44,624,272
+$29,015,485 QoQ
Shares Held
132,087
+141.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026E20 Capital Ltd holds $471,745,110 across 10 Semiconductors names. MU ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
613,788 | $107,707,518 | |
| 2 | INTC |
Intel Corp
|
2,251,449 | $99,356,444 | |
| 3 | NVDA |
Nvidia Corp
|
355,296 | $61,963,622 | |
| 4 | MU |
Micron Technology Inc
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|
132,087 | $44,624,272 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
113,247 | $38,271,823 | |
| 6 | ALAB |
Astera Labs, Inc.
|
303,925 | $33,310,180 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
136,829 | $30,385,616 | |
| 8 | SMTC |
Semtech Corp
|
283,643 | $21,809,310 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,624,272 | 132,087 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $15,608,787 | 54,689 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||