Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,156,173
+$360,732,547 QoQ
Shares Held
355,332
+142.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#206
of 3,877 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 1%
None 14%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TCW GROUP INC holds $2,417,821,275 across 20 Semiconductors names. MU ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
5,351,808 | $1,070,843,261 | |
| 2 | AVGO |
Broadcom Inc.
|
1,498,279 | $565,974,891 | |
| 3 | MU |
Micron Technology Inc
This page
|
355,332 | $410,156,173 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
389,776 | $116,110,372 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
232,711 | $111,135,791 | |
| 6 | INTC |
Intel Corp
|
614,553 | $85,810,034 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
39,918 | $23,188,765 | |
| 8 | MCHP |
Microchip Technology Inc
|
114,882 | $10,477,238 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,156,173 | 355,332 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $49,423,626 | 146,293 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $46,441,914 | 162,720 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,283,652 | 145,133 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,906,135 | 185,851 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,271,047 | 440,454 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $37,240,546 | 442,497 | Shares | Defined | 2025-02-04 | |
| 2024-06-30 | $64,756,427 | 492,332 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $60,857,528 | 516,223 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $45,369,901 | 531,637 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $34,218,272 | 502,988 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $28,563,901 | 452,605 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,587,840 | 424,061 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,794,528 | 396,049 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,781,638 | 374,883 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $13,138,065 | 237,664 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $19,424,052 | 249,378 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $23,253,034 | 249,630 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $17,463,493 | 246,034 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $42,590,785 | 501,186 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $42,578,083 | 482,690 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $42,637,960 | 567,145 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $25,306,555 | 538,896 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $28,610,910 | 555,336 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $15,398,796 | 366,115 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||