Barrier Capital Management’s Micron Technology MU Stock Holding History

Barrier Capital Management’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 Q2	$2.42M	Buy	+2,100	New	+$1.57M	1.77%	16
2025 Q2	–	Sell	-63,291	Closed	-$5.5M	–	19
2025 Q1	$5.5M	Buy	+63,291	New	+$6.08M	5.26%	8
2024 Q2	–	Sell	-54,277	Closed	-$6.4M	–	15
2024 Q1	$6.4M	Sell	54,277 -41,011	-43%	-$3.71M	6.32%	9
2023 Q4	$8.13M	Sell	95,288 -18,748	-16%	-$1.39M	9.12%	3
2023 Q3	$7.76M	Sell	114,036 -38	-0%	-$2.54K	9.42%	2
2023 Q2	$7.2M	Sell	114,074 -5,910	-5%	-$380K	7.53%	6
2023 Q1	$7.24M	Buy	119,984 +6,440	+6%	+$377K	8.54%	3
2022 Q4	$5.67M	Buy	113,544 +52,720	+87%	+$2.89M	8.41%	4
2022 Q3	$3.05M	Buy	+60,824	New	+$3.53M	4.24%	12

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrier Capital Management's MU Position: Q2 2026 in Review

Barrier Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 2,100 shares worth $2.42M. The stake represents 1.77% of the portfolio and ranks #16 among its holdings. This is a return to the name: Barrier Capital Management previously reported a position in MU as recently as Q1 2025.

Barrier Capital Management first reported a position in MU in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.13M in Q4 2023. 3,912 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Barrier Capital Management held 2,100 shares of Micron Technology worth $2.42M as of Q2 2026.
Micron Technology was a new Barrier Capital Management position in Q2 2026.
Micron Technology made up 1.77% of Barrier Capital Management's portfolio in Q2 2026, its #16 holding.
Barrier Capital Management first reported a position in Micron Technology in Q3 2022 and has held it in 9 quarters since.
Barrier Capital Management's Micron Technology position peaked at $8.13M in Q4 2023.
3,912 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Barrier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.