Position in MU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,271,304
+$1,335,654 QoQ
Shares Held
9,683
+42.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $96,396,525 across 11 Semiconductors names. MU ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
178,515 | $31,133,016 | |
| 2 | QCOM |
Qualcomm Inc/De
|
165,123 | $21,264,539 | |
| 3 | AVGO |
Broadcom Inc.
|
54,915 | $16,996,741 | |
| 4 | CRUS |
Cirrus Logic, Inc.
|
113,072 | $16,352,472 | |
| 5 | MU |
Micron Technology Inc
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|
9,683 | $3,271,304 | |
| 6 | DIOD |
Diodes Inc /Del/
|
40,135 | $2,739,615 | |
| 7 | QRVO |
Qorvo, Inc.
|
19,543 | $1,512,628 | |
| 8 | TXN |
Texas Instruments Inc
|
5,629 | $1,092,814 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,271,304 | 9,683 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,935,650 | 6,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $324,600 | 1,940 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||