AMH
MU icon

Aspex Management (HK)’s Micron Technology MU Stock Holding History

Aspex Management (HK)’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
Q2 		– Sell
-2,020,350
Closed -$176M – 32
2025
Q1 		$176M Buy
2,020,350
+515,411
+34% +$49.5M 4.51% 9
2024
Q4 		$127M Buy
1,504,939
+381,546
+34% +$38.8M 3.42% 10
2024
Q3 		$117M Sell
1,123,393
-237,280
-17% -$24.8M 3.08% 13
2024
Q2 		$179M Sell
1,360,673
-1,266,516
-48% -$160M 3.82% 13
2024
Q1 		$310M Sell
2,627,189
-1,400,159
-35% -$127M 8.29% 3
2023
Q4 		$344M Hold
4,027,348
– – 10.07% 3
2023
Q3 		$274M Buy
4,027,348
+1,270,007
+46% +$85.1M 8.43% 4
2023
Q2 		$174M Buy
2,757,341
+1,453,656
+112% +$93.4M 5.06% 8
2023
Q1 		$78.7M Buy
+1,303,685
New +$76.4M 1.93% 13
2022
Q3 		– Sell
-1,442,713
Closed -$79.8M – 32
2022
Q2 		$79.8M Buy
1,442,713
+165,088
+13% +$11.2M 2% 15
2022
Q1 		$99.5M Sell
1,277,625
-733,592
-36% -$62.5M 3.93% 10
2021
Q4 		$187M Hold
2,011,217
– – 5.73% 6
2021
Q3 		$143M Hold
2,011,217
– – 4.76% 8
2021
Q2 		$171M Hold
2,011,217
– – 5.6% 6
2021
Q1 		$177M Buy
2,011,217
+1,085,592
+117% +$92.1M 7.02% 5
2020
Q4 		$69.6M Sell
925,625
-551,100
-37% -$33.2M 2.75% 12
2020
Q3 		$69.3M Buy
+1,476,725
New +$71.5M 4.45% 10
2020
Q2 		– Sell
-931,500
Closed -$39.2M – 16
2020
Q1 		$39.2M Buy
+931,500
New +$48.4M 5.43% 5

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspex Management (HK)'s MU Position: Q2 2025 in Review

Aspex Management (HK) sold out of Micron Technology (MU) in Q2 2025, closing a stake of 2,020,350 shares — an estimated $176M sold.

Aspex Management (HK) first reported a position in MU in Q1 2020 and held it in 18 quarters. The position peaked at $344M in Q4 2023. 1,860 funds tracked by Wall St. Rank hold MU as of Q2 2025.

  • Aspex Management (HK) reported no remaining Micron Technology position as of Q2 2025 after selling out during the quarter.
  • Aspex Management (HK) sold 2,020,350 Micron Technology shares in Q2 2025, an estimated $176M.
  • Aspex Management (HK) first reported a position in Micron Technology in Q1 2020 and held it in 18 quarters.
  • Aspex Management (HK)'s Micron Technology position peaked at $344M in Q4 2023.
  • 1,860 funds tracked by Wall St. Rank held Micron Technology as of Q2 2025.

Based on Aspex Management (HK)'s 13F filing for Q2 2025, filed 13 Aug 2025.