Position in MU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$156,943,909
+$4,919,417 QoQ
Shares Held
464,551
-12.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $3,705,614,543 across 15 Semiconductors names. MU ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,466,648 | $1,650,983,411 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,616,954 | $884,399,604 | |
| 3 | AVGO |
Broadcom Inc.
|
1,174,029 | $363,373,715 | |
| 4 | ADI |
Analog Devices Inc
|
512,638 | $163,090,653 | |
| 5 | MU |
Micron Technology Inc
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|
464,551 | $156,943,909 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
738,246 | $150,181,383 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
956,457 | $94,737,065 | |
| 8 | ALAB |
Astera Labs, Inc.
|
850,700 | $93,236,720 |
All Filings in MU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,943,909 | 464,551 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $152,024,492 | 532,653 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,337,508 | 31,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,207,850 | 9,800 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $1,161,552 | 11,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $78,918 | 600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $213,333,744 | 1,809,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,204 | 600 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $56,464 | 830 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,866 | 600 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $65,280 | 1,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,675,524 | 410,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,170,239 | 528,569 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,789,443 | 555,979 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $64,871,035 | 913,934 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $87,000,399 | 1,023,775 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $107,056,331 | 1,213,653 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $80,953,824 | 1,076,800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||