Altimeter Capital Management
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Altimeter Capital Management’s Micron Technology MU Stock Holding History

Altimeter Capital 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 		$242M Buy
+209,520
New +$157M 2.46% 13
2025
Q1 		– Sell
-614,595
Closed -$51.7M – 27
2024
Q4 		$51.7M Buy
+614,595
New +$62.5M 0.93% 21

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Altimeter Capital Management's MU Position: Q2 2026 in Review

Altimeter Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 209,520 shares worth $242M. The stake represents 2.46% of the portfolio and ranks #13 among its holdings. This is a return to the name: Altimeter Capital Management previously reported a position in MU as recently as Q4 2024.

Altimeter Capital Management first reported a position in MU in Q4 2024 and has held it in 2 quarters since. 3,914 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Altimeter Capital Management held 209,520 shares of Micron Technology worth $242M as of Q2 2026.
  • Micron Technology was a new Altimeter Capital Management position in Q2 2026.
  • Micron Technology made up 2.46% of Altimeter Capital Management's portfolio in Q2 2026, its #13 holding.
  • Altimeter Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 2 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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