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Appaloosa LP’s Micron Technology MU Stock Holding History

Appaloosa LP’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
Q1 		– Sell
-250,000
Closed -$71.4M – 38
2025
Q4 		$71.4M Buy
+250,000
New +$57.4M 1.03% 28

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appaloosa LP's MU Position: Q1 2026 in Review

Appaloosa LP increased its Micron Technology (MU) stake by 11% in Q1 2026, buying an estimated $64.6M and bringing the position to 1,665,000 shares worth $563M. The position accounts for 9.48% of the portfolio, ranked #2.

Appaloosa LP first reported a position in MU in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.13B in Q2 2018. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Appaloosa LP held 1,665,000 shares of Micron Technology worth $563M as of Q1 2026.
  • Appaloosa LP bought 165,000 Micron Technology shares in Q1 2026, an estimated $64.6M.
  • Micron Technology made up 9.48% of Appaloosa LP's portfolio in Q1 2026, its #2 holding.
  • Appaloosa LP first reported a position in Micron Technology in Q4 2016 and has held it in 35 quarters since.
  • Appaloosa LP's Micron Technology position peaked at $2.13B in Q2 2018.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.