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Equibles

BAILARD, INC.

Position in MU — Micron Technology Inc

CIK 750641 Foster City, CA
Back to MU Full portfolio

Position in MU

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$24,177,758
+$16,738,860 QoQ
Shares Held
20,946
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#797
of 3,897 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in MU Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

BAILARD, INC. holds $386,389,682 across 16 Semiconductors names. MU ranks #4 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 876,120 $175,302,850
2 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 117,803 $56,259,178
3 AVGO
Broadcom Inc.
 127,019 $47,981,427
4 MU
Micron Technology Inc
This page 		20,946 $24,177,758
5 AMD
Advanced Micro Devices Inc
 38,629 $22,439,972
6 QCOM
Qualcomm Inc/De
 94,203 $17,407,772
7 TXN
Texas Instruments Inc
 56,474 $16,833,205
8 MRVL
Marvell Technology, Inc.
 32,724 $9,748,152

All Filings in MU

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,177,758 20,946
2026-03-31 $7,438,898 22,019
2025-12-31 $7,779,705 27,258
2025-09-30 $6,818,290 40,750
2025-06-30 $5,338,450 43,314
2025-03-31 $3,832,370 44,106
2024-12-31 $4,011,486 47,665
2024-09-30 $5,813,152 56,052
2024-06-30 $7,276,897 55,325
2024-03-31 $7,126,332 60,449
2023-12-31 $4,655,979 54,558
2023-09-30 $3,268,841 48,050
2023-06-30 $1,579,895 25,034
2023-03-31 $227,783 3,775
2022-06-30 $279,440 5,055
2022-03-31 $762,620 9,791
2021-12-31 $1,437,863 15,436
2021-09-30 $2,142,957 30,191
2021-06-30 $4,668,886 54,941
2021-03-31 $5,573,107 63,180
2020-12-31 $4,554,404 60,580
2020-09-30 $2,844,836 60,580
2020-06-30 $3,172,601 61,580
2020-03-31 $2,333,488 55,480