Position in MU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$165,066,596
+$54,060,658 QoQ
Shares Held
488,594
+25.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.010172044683316.ToString("F0")%
Shared 0.ToString("F0")%
None 54.989827955316684.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $3,125,233,208 across 25 Semiconductors names. MU ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,061,703 | $1,929,161,003 | |
| 2 | AVGO |
Broadcom Inc.
|
1,961,353 | $607,058,367 | |
| 3 | MU |
Micron Technology Inc
This page
|
488,594 | $165,066,596 | |
| 4 | ADI |
Analog Devices Inc
|
350,840 | $111,616,237 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
336,752 | $68,505,459 | |
| 6 | QCOM |
Qualcomm Inc/De
|
380,295 | $48,974,390 | |
| 7 | MPWR |
Monolithic Power Systems Inc
|
42,075 | $46,002,701 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
316,905 | $45,830,801 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,066,596 | 488,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $111,005,938 | 388,935 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,436,465 | 80,304 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,430,932 | 11,610 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,924,613 | 22,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,861,703 | 22,121 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,926,168 | 66,784 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,778,443 | 66,741 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,628,886 | 13,817 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,179,142 | 13,817 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $939,970 | 13,817 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $750,630 | 11,894 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,186,676 | 52,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $740,853 | 14,823 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $989,024 | 19,741 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,977,594 | 506,107 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,437,561 | 365,099 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,698,962 | 18,239 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,518,867 | 35,487 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,819,863 | 115,555 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,496,328 | 187,012 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,888,575 | 131,532 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,333,602 | 156,167 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,263,450 | 179,803 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,696,433 | 182,987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||