InvestorLens

MU — MICRON TECHNOLOGY INC

Information Technology · Semiconductors

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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
83
Institutional Conviction
Strong accumulation · 5 buying vs 1 selling last quarter
81
Macro Tailwind
Macro conditions are mixed for this sector
52
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, 5 bought and 1 sold (83% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 4 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Philippe Laffont, George Soros, …)
  • +10 tracked investors reported holding MU at their latest filing
  • +4 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 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 8/4/2026.

About MICRON TECHNOLOGY INC (MU)

MICRON TECHNOLOGY INC (MU) appears in the most recent 13F filings of 10 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 $10.7B. Across recent filings, tracked investors recorded 7 new positions, 1 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MU

80
/100
Strong Institutional Accumulation
Added / Increased8
Reduced1
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track MU

67
/100
Popular Trade
10investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

MU Ownership Composition

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

Dominant Type
Other
91% of tracked value
Institutions
10
tracked investors
Total Reported
$15.2B
combined 13F value
Sectors2
  • Other90.9%
  • Hedge Funds9.1%
Other(7)
90.9%
Hedge Funds(3)
9.1%

Tracked investors reporting MU

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    31.6M
    Value
    $10.7B
    % Portfolio
    1.73%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    4.8M
    Value
    $1.6B
    % Portfolio
    0.67%
  • Leopold AschenbrennerMar 31, 2026
    Situational Awareness LP
    Shares
    3M
    Value
    $1B
    % Portfolio
    7.40%
  • David TepperMar 31, 2026
    Appaloosa Management
    Shares
    1.7M
    Value
    $562.5M
    % Portfolio
    9.48%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    1.5M
    Value
    $498.6M
    % Portfolio
    2.23%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $367.5M
    % Portfolio
    0.47%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    1.3M
    Value
    $428.3M
    % Portfolio
    0.79%
  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    165.9K
    Value
    $56.1M
    % Portfolio
    0.19%
  • Stanley DruckenmillerMar 31, 2026
    Duquesne Family Office
    Shares
    23.4K
    Value
    $7.9M
    % Portfolio
    0.23%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    2.8K
    Value
    $954.1K
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold MU?
10 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 $10.7B.
Did institutional ownership of MU increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 1 increased, 1 reduced, and 1 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.