Carmignac Gestion’s Micron Technology MU Stock Holding History

Carmignac Gestion’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	–	Sell	-15,000	Closed	-$5.07M	–	120
2026 Q1	$5.07M	Buy	+15,000	New	+$5.88M	0.08%	68
2025 Q1	–	Sell	-6,000	Closed	-$505K	–	166
2024 Q4	$505K	Buy	+6,000	New	+$610K	0.01%	133
2024 Q3	–	Sell	-119,727	Closed	-$15.7M	–	179
2024 Q2	$15.7M	Sell	119,727 -1,424,817	-92%	-$180M	0.27%	52
2024 Q1	$182M	Buy	+1,544,544	New	+$140M	2.88%	14

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 $3.37T AUM 44.26% 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

Carmignac Gestion's MU Position: Q2 2026 in Review

Carmignac Gestion sold out of Micron Technology (MU) in Q2 2026, closing a stake of 15,000 shares — an estimated $5.07M sold.

Carmignac Gestion first reported a position in MU in Q1 2024 and held it in 4 quarters. The position peaked at $182M in Q1 2024. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Carmignac Gestion reported no remaining Micron Technology position as of Q2 2026 after selling out during the quarter.
Carmignac Gestion sold 15,000 Micron Technology shares in Q2 2026, an estimated $5.07M.
Carmignac Gestion first reported a position in Micron Technology in Q1 2024 and held it in 4 quarters.
Carmignac Gestion's Micron Technology position peaked at $182M in Q1 2024.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.