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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 Q1 2019 it was held by 9 managers with an aggregate reported value of $1.19B, which is 0.13% of the combined portfolio.

As of Q1 2019, 9 tracked institutional managers held MU (MICRON TECHNOLOGY INC) with an aggregate reported value of $1.19B — 0.13% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2019
Ticker
MU

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

Long holders

1David Tepper - Appaloosa Management23.17%Add +20.3%19,250,000$795.6M
2Viking Global Investors - Viking Global Investors0.54%New2,289,892$94.64M
3Bill Miller - Miller Value Partners3.09%Add +166.2%1,880,315$77.71M
4Mohnish Pabrai - Pabrai Investments26.52%Add +210.7%1,699,265$70.23M
5Yacktman Asset Management - Yacktman Asset Management0.27%Add +1.9%521,799$21.57M
6Stanley Druckenmiller - Duquesne Family Office LLC0.58%New480,300$19.85M
7Prem Watsa - Fairfax Financial Holdings0.51%Add +520.8%298,000$12.31M
8Lee Ainslie - Maverick Capital0.07%Reduce -3.8%131,190$5.42M

Put holders — short bets

1 manager has put options on MU — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.

1Howard Marks - Oaktree Capital ManagementAdd +2150.0%2,250,000$92.99M
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