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Antipodes Partners’s Micron Technology MU Stock Holding History

Antipodes Partners’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
2025
Q3 		– Sell
-403,540
Closed -$49.7M – 128
2025
Q2 		$49.7M Buy
403,540
+30,055
+8% +$2.81M 1.54% 23
2025
Q1 		$32.5M Buy
+373,485
New +$35.9M 1.02% 30
2024
Q4 		– Sell
-208,679
Closed -$21.6M – 91
2024
Q3 		$21.6M Buy
208,679
+135,431
+185% +$14.2M 0.75% 36
2024
Q2 		$9.63M Sell
73,248
-546,154
-88% -$68.8M 0.35% 36
2024
Q1 		$73M Sell
619,402
-396,632
-39% -$35.9M 2.31% 21
2023
Q4 		$86.7M Buy
1,016,034
+310,192
+44% +$23M 2.71% 18
2023
Q3 		$46M Buy
705,842
+165,582
+31% +$11.1M 1.48% 26
2023
Q2 		$34.1M Sell
540,260
-111,617
-17% -$7.17M 1.18% 30
2023
Q1 		$39.3M Buy
651,877
+399,484
+158% +$23.4M 1.36% 30
2022
Q4 		$12.6M Buy
+252,393
New +$13.8M 0.45% 38
2020
Q4 		– Sell
-638,793
Closed -$30M – 38
2020
Q3 		$30M Sell
638,793
-29,406
-4% -$1.42M 1.37% 27
2020
Q2 		$34.4M Buy
+668,199
New +$31.5M 1.56% 28

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Antipodes Partners's MU Position: Q3 2025 in Review

Antipodes Partners sold out of Micron Technology (MU) in Q3 2025, closing a stake of 403,540 shares — an estimated $49.7M sold.

Antipodes Partners first reported a position in MU in Q2 2020 and held it in 12 quarters. The position peaked at $86.7M in Q4 2023. 2,094 funds tracked by Wall St. Rank hold MU as of Q3 2025.

  • Antipodes Partners reported no remaining Micron Technology position as of Q3 2025 after selling out during the quarter.
  • Antipodes Partners sold 403,540 Micron Technology shares in Q3 2025, an estimated $49.7M.
  • Antipodes Partners first reported a position in Micron Technology in Q2 2020 and held it in 12 quarters.
  • Antipodes Partners's Micron Technology position peaked at $86.7M in Q4 2023.
  • 2,094 funds tracked by Wall St. Rank held Micron Technology as of Q3 2025.

Based on Antipodes Partners's 13F filing for Q3 2025, filed 10 Nov 2025.