InvestorLens

MU — MICRON TECHNOLOGY INC

Information Technology · Semiconductors

Sign in to save8 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying MU?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 3 buying vs 3 selling last quarter
44
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
4 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their MU position last quarter, 3 bought and 3 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 4 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, George Soros, Philippe Laffont)
  • +8 tracked investors reported holding MU at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
  • +4 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About MICRON TECHNOLOGY INC (MU)

MICRON TECHNOLOGY INC (MU) appears in the most recent 13F filings of 8 tracked institutional investors. MICRON TECHNOLOGY INC is classified in the Information Technology sector (Semiconductors industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $39.3B. Across recent filings, tracked investors recorded 12 new positions, 11 increased, 11 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MU

56
/100
Mixed Activity
Added / Increased23
Reduced11
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track MU

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

MU Ownership Composition

How MICRON TECHNOLOGY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
79% of tracked value
Institutions
8
tracked investors
Total Reported
$57.1B
combined 13F value
Types5
  • Multi-Strategy / Quant79.3%
  • Other9.8%
  • Growth & Innovation6.4%
  • Macro2.6%
  • Value & Distressed2.0%
Multi-Strategy / Quant(3)
79.3%
Other(1)
9.8%
Growth & Innovation(1)
6.4%
Macro(2)
2.6%
Value & Distressed(1)
2.0%

Tracked investors currently reporting MU

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    34M
    Value
    $39.3B
    % Portfolio
    4.49%
  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    4.8M
    Value
    $5.6B
    % Portfolio
    27.54%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.3M
    Value
    $5B
    % Portfolio
    1.81%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    3.1M
    Value
    $3.6B
    % Portfolio
    7.46%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.2M
    Value
    $1.4B
    % Portfolio
    1.88%
  • David TepperJun 30, 2026
    Appaloosa Management
    Shares
    975K
    Value
    $1.1B
    % Portfolio
    14.57%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    863.9K
    Value
    $997.2M
    % Portfolio
    1.10%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    116.7K
    Value
    $134.7M
    % Portfolio
    0.55%

Recent activity

Frequently asked questions

How many institutional investors hold MU?
8 tracked institutional investors disclosed a position in MU (MICRON TECHNOLOGY INC) in their most recent 13F filing.
Who is the largest institutional holder of MU?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in MU, valued at $39.3B.
Did institutional ownership of MU increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 11 increased, 11 reduced, and 7 fully exited MU.
What sector is MU in?
MICRON TECHNOLOGY INC is classified in the Information Technology GICS sector, Semiconductors industry.
Where does this MU ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
MU (MICRON TECHNOLOGY INC) — Institutional Holders & 13F — InvestorLens