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MU - MICRON TECHNOLOGY INC

This page shows which of the focused investors we track hold MU and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2026 it was held by 5 managers with an aggregate reported value of $1.13B, which is 0.10% of the combined portfolio.

As of Q2 2026, 5 tracked institutional managers held MU (MICRON TECHNOLOGY INC) with an aggregate reported value of $1.13B0.10% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
MU

13F data is delayed and excludes shorts/non-13F assets.

Holders

1David Tepper - Appaloosa Management15.06%Reduce -41.4%975,000$1.13B
2Ruane Cunniff LP - Ruane Cunniff LP0.04%-2,162$2.5M
3Lee Ainslie - Maverick Capital0.02%New1,673$1.93M
4Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%Reduce -40.8%410$473.26K
5Bill Nygren - Oakmark Funds0.00%New180$207.77K
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