Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$130,272,793
-$11,385,893 QoQ
Shares Held
385,605
-22.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026GILDER GAGNON HOWE & CO LLC holds $932,319,047 across 13 Semiconductors names. MU ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,532,418 | $441,653,699 | |
| 2 | MU |
Micron Technology Inc
This page
|
385,605 | $130,272,793 | |
| 3 | SITM |
SITIME Corp
|
326,068 | $112,607,583 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
471,466 | $82,732,853 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
408,257 | $61,761,118 | |
| 6 | LASR |
Nlight, Inc.
|
786,285 | $44,833,970 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
79,525 | $26,875,473 | |
| 8 | INTC |
Intel Corp
|
521,122 | $22,997,113 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||