10 tracked superinvestors hold MICRON TECHNOLOGY INC (MU), worth $9.4B combined, led by PRIMECAP team. Smart money is accumulating MU as of the latest 13F filings.
Current price
$991.64
+696.6%
1Y
Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It provides memory and storage technologies comprises DRAM products, which are dynamic random access memory semiconductor devices with low latency…
Market cap
$611.5B
P/E
25.6
Div yield
0.1%
Revenue YoY
48.9%
Analyst target
$1569
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
10
tracked 13F / N-PORT funds
Combined value
$9.4B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+1
5 buying · 4 selling
Smart money is net accumulating MU: 5 funds added or opened versus 4 trimming. 2 opened a brand-new position.
MICRON TECHNOLOGY INC (MU) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 7 other tracked funds, for $9.4B of combined disclosed exposure.
The highest-conviction holder is David Tepper, who has committed 9.5% of their portfolio to it, while PRIMECAP team holds the largest dollar position.
This quarter 2 funds opened a brand-new position (Philippe Laffont, Stanley Druckenmiller), with 3 adding and 4 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 7% | $4.3B | |
| Trimmed | 1.3% | $2.0B | |
| Added | 0.7% | $783M | |
| Trimmed | 1.2% | $731M | |
| Held | 9.5% | $563M | |
| Added | 2.2% | $499M | |
| Trimmed | 0.5% | $368M | |
| Added | 0.3% | $83M | |
| New buy | 0.2% | $56M | |
| New buy | 0.2% | $8M |
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.
Calls (bullish)
None disclosed.
Which superinvestors own MU?
10 tracked funds hold MICRON TECHNOLOGY INC (MU), the largest being PRIMECAP team (Vanguard PRIMECAP) at 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, 5 tracked funds added or opened MU and 4 trimmed it, including 2 brand-new positions.
How much MU do tracked funds hold?
Combined disclosed long exposure to MU across tracked superinvestors is $9.4B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.