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 Q4 2025 it was held by 3 managers with an aggregate reported value of $500.08M, which is 0.04% of the combined portfolio.
As of Q4 2025, 3 tracked institutional managers held MU (MICRON TECHNOLOGY INC) with an aggregate reported value of $500.08M — 0.04% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2025
- Ticker
- MU
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | David Tepper - Appaloosa Management | 6.25% | Add +200.0% | 1,500,000 | $428.12M |
| 2 | Ruane Cunniff LP - Ruane Cunniff LP | 0.01% | - | 2,162 | $617.06K |
Call holders — bullish via leverage
1 manager holds call options on MU — a right to buy at strike. Notional value, not premium.
| 1 | David Tepper - Appaloosa Management | New | 250,000 | $71.35M |
Loading holder history for MU…