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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barrier Capital Management's MU Position: Q2 2025 in Review

Barrier Capital Management sold out of Micron Technology (MU) in Q2 2025, closing a stake of 63,291 shares — an estimated $5.5M sold.

Barrier Capital Management first reported a position in MU in Q3 2022 and held it in 8 quarters. The position peaked at $8.13M in Q4 2023. 1,862 funds tracked by Wall St. Rank hold MU as of Q2 2025.

Barrier Capital Management reported no remaining Micron Technology position as of Q2 2025 after selling out during the quarter.
Barrier Capital Management sold 63,291 Micron Technology shares in Q2 2025, an estimated $5.5M.
Barrier Capital Management first reported a position in Micron Technology in Q3 2022 and held it in 8 quarters.
Barrier Capital Management's Micron Technology position peaked at $8.13M in Q4 2023.
1,862 funds tracked by Wall St. Rank held Micron Technology as of Q2 2025.

Based on Barrier Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.