Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,911,503
+$6,899,316 QoQ
Shares Held
9,453
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,089
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,150,434,262 across 15 Semiconductors names. MU ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,150,271 | $812,264,870 | |
| 2 | INTC |
Intel Corp
|
4,638,876 | $647,726,255 | |
| 3 | NVDA |
Nvidia Corp
|
2,531,922 | $506,612,272 | |
| 4 | WOLF |
Wolfspeed, Inc.
|
1,644,966 | $79,369,609 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
66,599 | $38,688,025 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
56,887 | $27,167,524 | |
| 7 | MU |
Micron Technology Inc
This page
|
9,453 | $10,911,503 | |
| 8 | TXN |
Texas Instruments Inc
|
35,286 | $10,517,698 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,911,503 | 9,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,012,187 | 11,876 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,975,399 | 10,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,934,219 | 11,560 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,449,420 | 11,760 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $830,147 | 9,554 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $642,056 | 7,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $725,866 | 6,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $624,504 | 4,748 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $449,986 | 3,817 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,525 | 428 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,851 | 380 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,981 | 380 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,929 | 380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,243 | 305 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,020 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $121,616 | 2,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $173,928 | 2,233 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,930 | 2,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $156,156 | 2,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $186,956 | 2,200 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $194,062 | 2,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $165,396 | 2,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $112,704 | 2,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $123,648 | 2,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $100,944 | 2,400 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||