Analog Century Management’s Micron Technology MU Stock Holding History

Analog Century Management's MU Position: Q1 2026 in Review

Analog Century Management reduced its Micron Technology (MU) stake by 60% in Q1 2026, selling an estimated $84.5M and leaving 144,010 shares worth $48.7M. The position accounts for 2.32% of the portfolio, ranked #23.

Analog Century Management first reported a position in MU in Q4 2020 and has held it in 8 quarters since. The position peaked at $103M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

• Analog Century Management held 144,010 shares of Micron Technology worth $48.7M as of Q1 2026.
• Analog Century Management sold 215,670 Micron Technology shares in Q1 2026, an estimated $84.5M.
• Micron Technology made up 2.32% of Analog Century Management's portfolio in Q1 2026, its #23 holding.
• Analog Century Management first reported a position in Micron Technology in Q4 2020 and has held it in 8 quarters since.
• Analog Century Management's Micron Technology position peaked at $103M in Q4 2025.
• 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.