9 tracked superinvestors hold MICRON TECHNOLOGY INC (MU), worth $26.2B combined, led by PRIMECAP team. Smart money is trimming MU as of the latest 13F filings.
Current price
$1016.59
+719.6%
1Y
Micron Technology, Inc. is a global leader specializing in the development, manufacture, and sale of advanced semiconductor memory and storage solutions. Its operations are structured across four primary business segments: Compute and Networking, Mobile, Storage, and Embedded. The company's product portfolio encompasses a range of memory and data storage technologies. These include high-speed,…
Market cap
$611.5B
P/E
25.6
Div yield
0.1%
Revenue YoY
48.9%
Analyst target
$1548
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
9
tracked 13F / N-PORT funds
Combined value
$26.2B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
-3
3 buying · 6 selling
Smart money is net reducing MU: 6 funds trimmed versus 3 adding.
MICRON TECHNOLOGY INC (MU) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 6 other tracked funds, for $26.2B of combined disclosed exposure.
The highest-conviction holder is Leopold Aschenbrenner, who has committed 27.6% of their portfolio to it, while PRIMECAP team holds the largest dollar position.
No tracked fund opened a new position this quarter; 3 added and 6 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 13.7% | $13.0B | |
| Added | 27.6% | $5.6B | |
| Added | 7.5% | $3.6B | |
| Added | 1.1% | $1.7B | |
| Trimmed | 14.6% | $1.1B | |
| Trimmed | 0.5% | $634M | |
| Trimmed | 0.3% | $244M | |
| Trimmed | 0.3% | $147M | |
| Trimmed | 0.6% | $135M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
3 insiders filed SEC Form 144 for $138M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Mehrotra Sanjay | Officer & Director | 40,000 | $40M | 2026-08-21 |
| Sumit Sadana | Officer | 15,000 | $14M | 2026-08-18 |
| Mehrotra Sanjay | Officer & Director | 40,000 | $37M | 2026-07-24 |
| Scott Allen | Officer | 879 | $879K | 2026-07-23 |
| Mehrotra Sanjay | Officer & Director | 40,000 | $46M | 2026-06-26 |
Which superinvestors own MU?
9 tracked funds hold MICRON TECHNOLOGY INC (MU), the largest being PRIMECAP team (Vanguard PRIMECAP) at 13.7% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MU?
In the most recent 13F quarter, 3 tracked funds added or opened MU and 6 trimmed it.
How much MU do tracked funds hold?
Combined disclosed long exposure to MU across tracked superinvestors is $26.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.