Follow-The-Filings

Security · featured owners

MU Micron Technology Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 17 Owners
  • #31
  • Max 27.5%
  • Master 0.73%
  • $12.4B
  • 5 new 7 add 3 reduce 1 exit

MU (Micron Technology Inc.) is held in 17 featured 13F books as of 2026 Q2. Situational Awareness is the largest tracked holder by portfolio weight (27.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 27.5% (Situational Awareness) · not free-float ownership

  1. Situational Awareness add 27.5%
  2. David Tepper reduce 14.6%
  3. Ram Parameswaran add 9.3%
  4. Philippe Laffont add 7.5%
  5. Gavin Baker reduce 5.7%
  6. Nehal Chopra new 4.8%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Situational Awareness 2026 Q2 27.5% Add +27712.4% 4,828,786 $5.6B history
Philippe Laffont - Coatue Management 2026 Q2 7.5% Add +1793.7% 3,142,269 $3.6B history
David Tepper - Appaloosa 2026 Q2 14.6% Reduce −41.4% 975,000 $1.1B history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 2.1% Add +235.0% 733,007 $846M history
Gavin Baker - Atreides Management 2026 Q2 5.7% Reduce −6.5% 711,364 $821M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 2.5% New 2.5% 209,520 $242M history
Davidson Kempner Capital Management 2026 Q2 0.75% Add +29.4% 55,000 $63M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.08% Add +1194.7% 43,335 $50M history
George Soros - Soros Fund Management 2026 Q2 0.32% Add +694.0% 22,422 $26M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 9.3% Add +1.1% 15,700 $18M history
Nehal Chopra - Ratan Capital Management 2026 Q2 4.8% New 4.8% 13,000 $15M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 0.46% New 0.46% 4,484 $5M history
Ruane, Cunniff & Goldfarb 2026 Q2 0.04% Hold 2,162 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 0.02% New 0.02% 1,673 $2M history
Mairs & Power 2026 Q2 <0.01% Reduce −40.8% 410 $473K history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% New <0.01% 180 $208K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 6 $7K history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.23% Exit −0.23% 23,400 $8M history

17 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 19 rows shown

Filed Form Detail Links
4 Period Jun 26, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Jul 24, 2026 · 2 forms Filing Doc
4 Period Jul 23, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 30, 2026 · 3 forms Filing Doc
4 Period Jun 26, 2026 · 2 forms Filing Doc
4 Period Jun 9, 2026 Filing Doc
4 Period May 29, 2026 · 2 forms Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period May 1, 2026 · 2 forms Filing Doc
4 Period Apr 15, 2026 Filing Doc
4 Period Apr 14, 2026 Filing Doc
4 Period Apr 10, 2026 Filing Doc
4 Period Apr 9, 2026 Filing Doc
4 Period Apr 1, 2026 Filing Doc
4 Period Mar 31, 2026 Filing Doc

Updated 17 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $15.54B $25.11B $37.38B
Gross profit -$1.42B $5.61B $14.87B
Gross margin * -9.1% 22.4% 39.8%
Net income -$5.83B $0.778B $8.54B
Net margin * -37.5% 3.1% 22.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $21.24B $24.37B $28.84B
Total non-current assets * $43.01B $45.04B $53.96B
Total assets $64.25B $69.42B $82.8B
Total current liabilities $4.76B $9.25B $11.45B
Total non-current liabilities * $15.37B $15.04B $17.18B
Total equity $44.12B $45.13B $54.16B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.56B $8.51B $17.52B
Cash from investing -$6.19B -$8.31B -$14.09B
Cash from financing $4.98B -$1.84B -$0.85B
Net change in cash $0.317B -$1.6B $2.59B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders