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 2020 it was held by 9 managers with an aggregate reported value of $1.14B, which is 0.16% of the combined portfolio.
As of Q1 2020, 9 tracked institutional managers held MU (MICRON TECHNOLOGY INC) with an aggregate reported value of $1.14B — 0.16% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2020
- Ticker
- MU
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Li Lu - Himalaya Capital Management | 58.44% | Add +26.8% | 9,909,423 | $416.79M |
| 2 | David Tepper - Appaloosa Management | 11.39% | Add +9.4% | 8,860,000 | $372.65M |
| 3 | Viking Global Investors - Viking Global Investors | 1.47% | New | 6,711,669 | $282.29M |
| 4 | Prem Watsa - Fairfax Financial Holdings | 2.04% | Add +115.4% | 700,000 | $29.44M |
| 5 | Yacktman Asset Management - Yacktman Asset Management | 0.32% | Reduce -7.6% | 452,607 | $19.04M |
| 6 | Guy Spier - Aquamarine Capital | 3.44% | - | 120,000 | $5.05M |
| 7 | Mohnish Pabrai - Pabrai Investments | 93.95% | Reduce -1.3% | 1,804,199 | $75.89K |
| 8 | Lee Ainslie - Maverick Capital | 0.00% | Reduce -70.4% | 1,194 | $50K |
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 -89.5% | 295,000 | $12.41M |
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