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MU

Micron Technology, Inc. · XNAS

Season
Q2 2026 · as of Jun 30
Holders
15 of 97 filed · prev 11
Median weight
0.43%
Sector
Technology
Type
equity · US

Moves11 this quarter

Streakslongest holders · 53 quarters on record

  1. PRIMECAP Joel Fried, portfolio manager 13.1%27 quarters
  2. Brandes Kenneth Little, portfolio manager 0.0%24 quarters
  3. Appaloosa David Tepper, portfolio manager 15.1%13 quarters
  4. Atreides Gavin Baker, founder 7.4%10 quarters
  5. Sequoia 0.0%5 quarters

The record for MU begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding15 Q2 2026

Largest weight27.6% Q2 2026

Holders15 of 97 filed · 1 exited

SituationalLeopold Aschenbrenner, founder27.64%4,828,786$5.6Badded×278.1+27.49 pp2 q
AppaloosaDavid Tepper, portfolio manager15.06%975,000$1.1Btrimmed−41%−5.58 pp13 q
PRIMECAPJoel Fried, portfolio manager13.12%19,217,236$22.2Btrimmed−12%−7.30 pp27 q
CoatuePhilippe Laffont, founder7.46%3,142,269$3.6Badded×18.9+7.27 pp2 q
AtreidesGavin Baker, founder7.37%711,364$821Mtrimmed−6%−1.11 pp10 q
JerichoJosh Resnick, founder4.45%466,943$539Mnew+4.45 ppnew
AltimeterBrad Gerstner, founder2.46%209,520$242Mnew+2.46 ppnew
SorosDawn Fitzpatrick, CIO0.43%22,422$26Madded×7.9+0.41 pp2 q
BaronRon Baron, CEO0.08%43,335$50Madded×12.9+0.08 pp3 q
Sequoia0.04%2,162$2Mheld—5 q
BrandesKenneth Little, portfolio manager0.03%3,477$4Mtrimmed−99%−0.91 pp24 q
MaverickBen Silver, CIO0.02%1,673$2Mnew—new
OakmarkBill Nygren, CIO0.00%180$207,772new—new
MairsAndrew Adams, CIO0.00%410$473,259trimmed−41%—2 q
Baillie0.00%80$92,343new—new
DuquesneStanley Druckenmiller, portfolio manager———exited−0.27 pp—