CloudAlpha Capital Management’s Micron Technology MU Stock Holding History

CloudAlpha 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 Q1	$30.6M	Sell	90,500 -34,500	-28%	-$13.5M	1.04%	21
2025 Q4	$35.7M	Sell	125,000 -125,000	-50%	-$28.7M	1.68%	18
2025 Q3	$41.8M	Buy	+250,000	New	+$32M	1.5%	15
2024 Q2	–	Sell	-100,000	Closed	-$11.8M	–	46
2024 Q1	$11.8M	Buy	+100,000	New	+$9.05M	1.41%	15
2022 Q3	–	Sell	-770,000	Closed	-$42.6M	–	23
2022 Q2	$42.6M	Buy	+770,000	New	+$52.3M	5.5%	7
2021 Q2	–	Sell	-500,000	Closed	-$44.1M	–	44
2021 Q1	$44.1M	Buy	500,000 +110,000	+28%	+$9.33M	1.14%	20
2020 Q4	$29.3M	Buy	+390,000	New	+$23.5M	0.6%	40

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CloudAlpha Capital Management's MU Position: Q1 2026 in Review

CloudAlpha Capital Management reduced its Micron Technology (MU) stake by 100% in Q1 2026, selling an estimated $4.11M and leaving 10 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #55.

CloudAlpha Capital Management first reported a position in MU in Q2 2022 and has held it in 8 quarters since. The position peaked at $54.3M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

CloudAlpha Capital Management held 10 shares of Micron Technology worth $3.38K as of Q1 2026.
CloudAlpha Capital Management sold 10,500 Micron Technology shares in Q1 2026, an estimated $4.11M.
Micron Technology made up ﹤0.01% of CloudAlpha Capital Management's portfolio in Q1 2026, its #55 holding.
CloudAlpha Capital Management first reported a position in Micron Technology in Q2 2022 and has held it in 8 quarters since.
CloudAlpha Capital Management's Micron Technology position peaked at $54.3M in Q3 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on CloudAlpha Capital Management's 13F filing for Q1 2026, filed 13 May 2026.