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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 $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

Appaloosa LP's MU Position: Q2 2026 in Review

Appaloosa LP reduced its Micron Technology (MU) stake by 41% in Q2 2026, selling an estimated $517M and leaving 975,000 shares worth $1.13B. The position accounts for 14.57% of the portfolio, ranked #2.

Appaloosa LP first reported a position in MU in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.13B in Q2 2018. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Appaloosa LP held 975,000 shares of Micron Technology worth $1.13B as of Q2 2026.
  • Appaloosa LP sold 690,000 Micron Technology shares in Q2 2026, an estimated $517M.
  • Micron Technology made up 14.57% of Appaloosa LP's portfolio in Q2 2026, its #2 holding.
  • Appaloosa LP first reported a position in Micron Technology in Q4 2016 and has held it in 36 quarters since.
  • Appaloosa LP's Micron Technology position peaked at $2.13B in Q2 2018.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.