Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$124,176,209
+$85,186,434 QoQ
Shares Held
107,578
-6.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#382
of 3,878 holders
Holding Since
Mar 2020
25 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, 2026ALLSTATE CORP holds $777,602,958 across 21 Semiconductors names. MU ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,104,410 | $220,981,396 | |
| 2 | AVGO |
Broadcom Inc.
|
424,406 | $160,319,366 | |
| 3 | MU |
Micron Technology Inc
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|
107,578 | $124,176,209 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
156,785 | $91,077,974 | |
| 5 | INTC |
Intel Corp
|
420,355 | $58,694,167 | |
| 6 | TXN |
Texas Instruments Inc
|
93,844 | $27,972,080 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
86,848 | $25,871,149 | |
| 8 | ADI |
Analog Devices Inc
|
51,434 | $20,428,041 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,176,209 | 107,578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,989,775 | 115,409 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,376,011 | 85,407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,807,581 | 40,686 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $258,085 | 2,094 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,408,868 | 39,232 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,768,106 | 32,891 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $511,520 | 3,889 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $484,645 | 4,111 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $352,283 | 4,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $299,604 | 4,404 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $277,936 | 4,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $265,073 | 4,393 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,270,191 | 45,422 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,390,776 | 27,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,967,691 | 35,595 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,861,815 | 62,419 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,801,126 | 83,748 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,725,665 | 24,312 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,261,062 | 26,607 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,535,155 | 28,740 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,016,628 | 26,824 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,311,311 | 27,924 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,673,987 | 32,492 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,565,725 | 37,226 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||