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Bornite Capital Management’s Micron Technology MU Stock Holding History

Bornite 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
Q1 		– Sell
-100,000
Closed -$8.42M – 40
2024
Q4 		$8.42M Buy
+100,000
New +$10.2M 1.13% 34

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
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Bornite Capital Management's MU Position: Q1 2025 in Review

Bornite Capital Management sold out of Micron Technology (MU) in Q1 2025, closing a stake of 100,000 shares — an estimated $8.42M sold.

Bornite Capital Management first reported a position in MU in Q4 2024 and held it in 1 quarter. The position peaked at $8.42M in Q4 2024. 1,727 funds tracked by Wall St. Rank hold MU as of Q1 2025.

  • Bornite Capital Management reported no remaining Micron Technology position as of Q1 2025 after selling out during the quarter.
  • Bornite Capital Management sold 100,000 Micron Technology shares in Q1 2025, an estimated $8.42M.
  • Bornite Capital Management first reported a position in Micron Technology in Q4 2024 and held it in 1 quarter.
  • Bornite Capital Management's Micron Technology position peaked at $8.42M in Q4 2024.
  • 1,727 funds tracked by Wall St. Rank held Micron Technology as of Q1 2025.

Based on Bornite Capital Management's 13F filing for Q1 2025, filed 12 May 2025.