Alphadyne Asset Management’s Micron Technology MU Stock Holding History

Alphadyne Asset Management’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.9M	Sell	51,900 -12,200	-19%	-$9.15M	0.57%	23
2026 Q1	$21.7M	Buy	64,100 +55,300	+628%	+$21.7M	0.38%	66
2025 Q4	$2.51M	Buy	8,800 +4,300	+96%	+$987K	0.06%	301
2025 Q3	$753K	Sell	4,500 -1,800	-29%	-$230K	0.06%	215
2025 Q2	$776K	Buy	+6,300	New	+$588K	0.14%	61
2023 Q4	–	Sell	-81,800	Closed	-$5.56M	–	127
2023 Q3	$5.56M	Buy	+81,800	New	+$5.48M	0.42%	55

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Alphadyne Asset Management's MU Position: Q2 2026 in Review

Alphadyne Asset Management increased its Micron Technology (MU) stake by 108% in Q2 2026, buying an estimated $26.2M and bringing the position to 67,132 shares worth $77.5M. The position accounts for 0.74% of the portfolio, ranked #17.

Alphadyne Asset Management first reported a position in MU in Q3 2023 and has held it in 4 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Alphadyne Asset Management held 67,132 shares of Micron Technology worth $77.5M as of Q2 2026.
Alphadyne Asset Management bought 34,932 Micron Technology shares in Q2 2026, an estimated $26.2M.
Micron Technology made up 0.74% of Alphadyne Asset Management's portfolio in Q2 2026, its #17 holding.
Alphadyne Asset Management first reported a position in Micron Technology in Q3 2023 and has held it in 4 quarters since.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Alphadyne Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.