Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$414,188,108
+$356,378,280 QoQ
Shares Held
358,825
+109.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#205
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Thrivent Financial for Lutherans holds $4,672,493,570 across 36 Semiconductors names. MU ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,916,316 | $1,984,155,666 | |
| 2 | AVGO |
Broadcom Inc.
|
2,025,628 | $765,180,974 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
842,788 | $489,583,975 | |
| 4 | MU |
Micron Technology Inc
This page
|
358,825 | $414,188,108 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
574,629 | $274,425,569 | |
| 6 | QCOM |
Qualcomm Inc/De
|
1,131,486 | $209,087,296 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
90,064 | $124,500,870 | |
| 8 | INTC |
Intel Corp
|
633,875 | $88,507,964 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,188,108 | 358,825 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,809,828 | 171,116 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $154,286,366 | 540,578 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $150,626,817 | 900,232 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $75,352,954 | 611,383 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $3,794,882 | 47,270 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $3,658,662 | 47,068 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,905,793 | 47,303 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,225,182 | 47,329 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,632,076 | 47,774 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,181,745 | 49,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,366,260 | 49,482 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,147,862 | 49,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,020,439 | 50,057 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,327,068 | 46,560 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,357,305 | 47,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,840,230 | 51,379 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $6,394,924 | 82,102 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,438,690 | 47,651 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $6,728,974 | 94,801 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,921,762 | 163,824 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $22,757,914 | 257,997 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,429,067 | 258,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,907,143 | 274,854 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $15,882,224 | 308,273 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,358,447 | 293,829 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||