MU fund manager activity
Micron Technology, Inc · Nasdaq. Reported by 30 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | New | 209,520 | $241,846,841 | 2.46% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | Trimmed | 975,000 | $1,125,432,750 | 15.1% | Aug 14, 2026 |
| Gavin Baker - Atreides Management | Trimmed | 711,364 | $821,120,352 | 7.37% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Added | 43,335 | $50,021,157 | 0.08% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Added | 3,142,269 | $3,627,089,685 | 7.46% | Aug 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 24,418 | $28,185,810 | 0.01% | Aug 4, 2026 |
| Jeremy Grantham - GMO | New | 1,343 | $1,550,211 | 0.00% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 127,169 | $146,789,905 | 0.34% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 410 | $473,259 | 0.00% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | New | 1,673 | $1,931,127 | 0.02% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | New | 180 | $207,772 | 0.00% | Aug 14, 2026 |
| Ruane Cunniff LP | No change | 2,162 | $2,495,575 | 0.04% | Aug 14, 2026 |
| Situational Awareness LP | Added | 4,828,786 | $5,573,819,392 | 27.6% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Added | 1,665,000 | $562,503,600 | 9.48% | May 15, 2026 |
| Gavin Baker - Atreides Management | Added | 760,426 | $256,902,320 | 6.26% | May 18, 2026 |
| Ron Baron - Baron Capital | Trimmed | 3,347 | $1,130,750 | 0.00% | May 15, 2026 |
| Philippe Laffont - Coatue Management | New | 165,931 | $56,058,129 | 0.19% | May 15, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 23,400 | $7,905,000 | 0.27% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 23,338 | $7,884,766 | 0.00% | May 5, 2026 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 244,524 | $82,609,988 | 0.25% | May 15, 2026 |
| Mairs & Power Funds | New | 693 | $234,123 | 0.00% | May 14, 2026 |
| Ruane Cunniff LP | No change | 2,162 | $730,410 | 0.01% | May 15, 2026 |
| Situational Awareness LP | New | 17,362 | $5,865,578 | 0.15% | May 18, 2026 |