MICRON TECHNOLOGY INC (MU) — Hedge Fund Ownership Q4 2025
MU
- MICRON TECHNOLOGY INC (MU) is held by 2 of 82 tracked hedge funds, with Appaloosa Management (7%) and Ruane, Cunniff & Goldfarb / Sequoia Fund (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MU holdings came from Appaloosa Management (+250%), highlighting conviction.
- 1 hedge fund exited MU, led by Aquamarine Capital (4%).
- Overall, hedge funds increased exposure to MICRON TECHNOLOGY INC (MU) by +201% vs the prior quarter and +25% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Appaloosa Management
|
7.29% | 1.8M | +250.00% | +45.83% | $499.5M | $285.41 | — |
| 2 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.01% | 2K | — | — | $617,056 | $285.41 | — |
| — |
Aquamarine Capital Guy Spier
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 1.8M | +200.97% | +25.00% | $500.1M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.