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Blue Sparrow LLC’s Micron Technology MU Stock Holding History

Blue Sparrow LLC’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 		$534M Buy
462,199
+282,776
+158% +$212M 5.17% 4
2026
Q1 		$60.6M Sell
179,423
-207,600
-54% -$81.3M 1.04% 19
2025
Q4 		$110M Buy
+387,023
New +$88.8M 2.08% 11

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 $3.37T AUM 44.26% 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

Blue Sparrow LLC's MU Position: Q2 2026 in Review

Blue Sparrow LLC increased its Micron Technology (MU) stake by 158% in Q2 2026, buying an estimated $212M and bringing the position to 462,199 shares worth $534M. The position accounts for 5.17% of the portfolio, ranked #4.

Blue Sparrow LLC first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Blue Sparrow LLC held 462,199 shares of Micron Technology worth $534M as of Q2 2026.
  • Blue Sparrow LLC bought 282,776 Micron Technology shares in Q2 2026, an estimated $212M.
  • Micron Technology made up 5.17% of Blue Sparrow LLC's portfolio in Q2 2026, its #4 holding.
  • Blue Sparrow LLC first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Blue Sparrow LLC's 13F filing for Q2 2026, filed 14 Aug 2026.