Follow-The-Filings

Security

MU

Micron Technology Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

29 owners 6 new max 9.5% (David Tepper - Appaloosa LP)

grid → activity → earnings →
owners 29
rank #36
master % 0.23%
max % 9.5%
tracked value $45.1B
qoq N 6 A 12 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
David Tepper - Appaloosa LP 2026 Q1 9.5% Add +3.30 pp 1,665,000 $563M hist
Guy Spier (legacy LLC) - Aquamarine Capital Management, LLC 2022 Q2 stale 6.5% — 200,000 $11M hist
Gavin Baker - Atreides Management, LP 2026 Q1 5.1% Add +2.56 pp 760,426 $257M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 2.2% Add +1.30 pp 1,475,704 $499M hist
Renaissance Technologies LLC 2026 Q1 1.1% Reduce -0.19 pp 2,162,986 $731M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.7% Add +0.22 pp 3,658,476 $1.2B hist
Norges Bank 2025 Q4 stale 0.7% Exit -0.69 pp 22,541,101 $6.4B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.7% Add +0.15 pp 4,523,415 $1.5B hist
Vanguard Group Inc. 2025 Q4 stale 0.4% Add +0.18 pp 106,608,094 $30.4B hist
Natixis Advisors, LLC 2026 Q1 0.4% Add +0.09 pp 893,251 $302M hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.42 pp 1,039,889 $297M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.4% — 218,808 $74M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.3% Add +0.12 pp 901,436 $305M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.3% Add +0.12 pp 4,596,372 $1.6B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% Reduce -0.01 pp 567,557 $192M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.3% Add +0.01 pp 244,524 $83M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +0.09 pp 1,605,077 $542M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.2% New 0.2% 23,400 $8M hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% New 0.2% 42,500 $14M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.2% New 0.2% 165,931 $56M hist
Ancora Advisors LLC 2026 Q1 0.1% Add +0.01 pp 9,370 $3M hist
Situational Awareness LP 2026 Q1 0.0% New 0.0% 17,362 $6M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.30 pp 39,946 $13M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 2,824 $954 hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 0.0% — 2,162 $730 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 23,338 $8M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 6 $7M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce 0.00 pp 3,347 $1M hist
Mairs & Power Inc. 2026 Q1 0.0% New 0.0% 693 $234 hist

29 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
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Updated 8 minutes 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 $778M $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 -$850M
Net change in cash $317M -$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