Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$251,138,875
+$162,524,457 QoQ
Shares Held
217,570
-17.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#272
of 3,891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $828,656,655 across 22 Semiconductors names. MU ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
217,570 | $251,138,875 | |
| 2 | NVDA |
Nvidia Corp
|
954,703 | $191,026,523 | |
| 3 | AVGO |
Broadcom Inc.
|
451,507 | $170,556,769 | |
| 4 | LASR |
Nlight, Inc.
|
712,536 | $49,606,756 | |
| 5 | QRVO |
Qorvo, Inc.
|
341,600 | $31,861,032 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
41,981 | $24,387,182 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
73,218 | $21,810,910 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
50,275 | $14,128,783 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,138,875 | 217,570 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $88,614,418 | 262,297 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $96,723,451 | 338,893 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $58,788,216 | 351,352 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $47,513,491 | 385,505 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $33,236,467 | 382,512 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $29,602,354 | 351,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,842,929 | 229,900 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $29,176,379 | 221,823 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,409,482 | 224,018 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $19,619,666 | 229,900 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $15,641,865 | 229,926 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,490,434 | 229,606 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,259,352 | 219,744 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,768,141 | 215,449 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,090,035 | 221,358 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,904,286 | 233,435 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $19,918,264 | 255,723 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $23,694,286 | 254,367 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $18,051,917 | 254,324 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $17,033,986 | 200,447 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,015,304 | 204,232 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $16,204,447 | 215,542 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,832,484 | 209,380 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $10,214,252 | 198,258 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,923,870 | 212,170 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||