Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$610,844,496
+$494,611,320 QoQ
Shares Held
529,195
+53.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#156
of 3,878 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JENNISON ASSOCIATES LLC holds $35,020,867,836 across 23 Semiconductors names. MU ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
64,347,295 | $12,875,250,256 | |
| 2 | AVGO |
Broadcom Inc.
|
21,406,143 | $8,086,170,518 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,972,952 | $5,793,387,546 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,687,770 | $5,104,158,318 | |
| 5 | TXN |
Texas Instruments Inc
|
3,136,901 | $935,016,080 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
2,655,290 | $722,106,115 | |
| 7 | MU |
Micron Technology Inc
This page
|
529,195 | $610,844,496 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
185,502 | $256,430,544 |
All Filings in MU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,844,496 | 529,195 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $116,233,176 | 344,048 | Shares | Defined | 2026-05-06 | |
| 2024-12-31 | $514,385 | 6,112 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $1,114,156 | 10,743 | Shares | Defined | 2024-11-08 | |
| 2023-12-31 | $344,077,225 | 4,031,840 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $429,054,528 | 6,306,843 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $401,312,829 | 6,358,942 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $1,013,289 | 16,793 | Shares | Defined | 2023-04-26 | |
| 2022-12-31 | $311,975 | 6,242 | Shares | Defined | 2023-02-09 | |
| 2022-06-30 | $1,463,759 | 26,479 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $2,396,519 | 30,768 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,495,674 | 26,792 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,697,594 | 38,005 | Shares | Defined | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||