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 2019 it was held by 9 managers with an aggregate reported value of $523.59M, which is 0.05% of the combined portfolio.
As of Q2 2019, 9 tracked institutional managers held MU (MICRON TECHNOLOGY INC) with an aggregate reported value of $523.59M — 0.05% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2019
- Ticker
- MU
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Viking Global Investors - Viking Global Investors | 1.11% | Add +180.8% | 6,431,167 | $248.18M |
| 2 | Bill Miller - Miller Value Partners | 2.90% | Add +0.3% | 1,885,015 | $72.74M |
| 3 | Mohnish Pabrai - Pabrai Investments | 23.43% | Add +5.1% | 1,785,745 | $68.91M |
| 4 | David Tepper - Appaloosa Management | 1.46% | Reduce -95.3% | 900,000 | $34.73M |
| 5 | Yacktman Asset Management - Yacktman Asset Management | 0.24% | Add +0.6% | 525,045 | $20.26M |
| 6 | Prem Watsa - Fairfax Financial Holdings | 0.50% | - | 298,000 | $11.5M |
| 7 | Stanley Druckenmiller - Duquesne Family Office LLC | 0.26% | Reduce -52.0% | 230,613 | $8.9M |
| 8 | Lee Ainslie - Maverick Capital | 0.01% | Reduce -90.5% | 12,470 | $481K |
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.
| 1 | Howard Marks - Oaktree Capital Management | Reduce -33.3% | 1,500,000 | $57.89M |
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