Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,756,807
+$102,484,014 QoQ
Shares Held
201,645
-47.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#286
of 3,878 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GILDER GAGNON HOWE & CO LLC holds $1,505,115,132 across 19 Semiconductors names. MU ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,402,442 | $480,704,619 | |
| 2 | MU |
Micron Technology Inc
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|
201,645 | $232,756,807 | |
| 3 | SITM |
SITIME Corp
|
240,532 | $179,331,037 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
461,461 | $163,620,226 | |
| 5 | INTC |
Intel Corp
|
873,727 | $121,998,501 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
464,018 | $120,941,651 | |
| 7 | LASR |
Nlight, Inc.
|
840,995 | $58,550,071 | |
| 8 | ON |
On Semiconductor Corp
|
387,473 | $36,631,697 |
All Filings in MU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,756,807 | 201,645 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,272,793 | 385,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,658,686 | 496,334 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $85,242,847 | 509,460 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,723,208 | 517,024 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,241,275 | 578,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,961,866 | 284,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,933,430 | 278,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,782,124 | 287,251 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,382,846 | 257,722 | Shares | Sole | 2024-05-15 | |
| 2020-03-31 | $637,881 | 15,166 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||