Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,678,720
+$11,372,930 QoQ
Shares Held
16,182
-25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#876
of 3,891 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. MU ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
819,830 | $164,039,784 | |
| 2 | AVGO |
Broadcom Inc.
|
415,970 | $157,132,667 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
15,491 | $21,414,138 | |
| 4 | MU |
Micron Technology Inc
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|
16,182 | $18,678,720 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
20,267 | $9,678,911 | |
| 6 | ADI |
Analog Devices Inc
|
22,011 | $8,742,108 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
22,654 | $5,904,538 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
17,615 | $4,790,399 |
All Filings in MU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,678,720 | 16,182 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,305,790 | 21,625 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,545,175 | 29,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,498,278 | 44,814 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,796,621 | 55,145 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,298,656 | 72,490 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,485,790 | 77,065 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,902,136 | 56,910 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,483,771 | 49,295 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,259,658 | 27,650 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $6,803 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,311 | 100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,034 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,998 | 100 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||