Coatue Management
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Coatue Management’s Micron Technology MU Stock Holding History

Coatue 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
Q2 		$3.63B Buy
3,142,269
+2,976,338
+1,794% +$2.23B 7.46% 3
2026
Q1 		$56.1M Buy
+165,931
New +$65M 0.19% 39
2021
Q1 		– Sell
-1,829,932
Closed -$138M – 83
2020
Q4 		$138M Hold
1,829,932
– – 0.51% 39
2020
Q3 		$85.9M Sell
1,829,932
-57
-0% -$2.76K 0.45% 37
2020
Q2 		$94.3M Buy
1,829,989
+824,989
+82% +$38.9M 0.83% 29
2020
Q1 		$42.3M Buy
1,005,000
+995,874
+10,912% +$51.8M 0.54% 30
2019
Q4 		$491K Sell
9,126
-148,174
-94% -$7.08M ﹤0.01% 231
2019
Q3 		$6.74M Buy
+157,300
New +$7.11M 0.06% 76
2019
Q2 		– Sell
-3,828,296
Closed -$158M – 188
2019
Q1 		$158M Buy
3,828,296
+3,782,910
+8,335% +$146M 1.75% 21
2018
Q4 		$1.44M Sell
45,386
-571,644
-93% -$21.7M 0.02% 34
2018
Q3 		$27.9M Sell
617,030
-4,642,920
-88% -$234M 0.29% 28
2018
Q2 		$276M Sell
5,259,950
-9,219,082
-64% -$499M 2.32% 17
2018
Q1 		$755M Buy
+14,479,032
New +$693M 6.24% 6
2016
Q1 		– Sell
-359,888
Closed -$5.1M – 65
2015
Q4 		$5.1M Hold
359,888
– – 0.05% 51
2015
Q3 		$5.39M Hold
359,888
– – 0.06% 53
2015
Q2 		$6.78M Sell
359,888
-11,451,246
-97% -$305M 0.07% 59
2015
Q1 		$320M Sell
11,811,134
-3,750,792
-24% -$112M 3.04% 13
2014
Q4 		$545M Sell
15,561,926
-74,134
-0.5% -$2.45M 5.16% 8
2014
Q3 		$536M Sell
15,636,060
-538,908
-3% -$17.5M 5.48% 7
2014
Q2 		$533M Buy
16,174,968
+4,261,603
+36% +$116M 6.64% 3
2014
Q1 		$282M Buy
+11,913,365
New +$283M 4.98% 6

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

Coatue Management's MU Position: Q2 2026 in Review

Coatue Management increased its Micron Technology (MU) stake by 1,794% in Q2 2026, buying an estimated $2.23B and bringing the position to 3,142,269 shares worth $3.63B. The position accounts for 7.46% of the portfolio, ranked #3.

Coatue Management first reported a position in MU in Q1 2014 and has held it in 21 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Coatue Management held 3,142,269 shares of Micron Technology worth $3.63B as of Q2 2026.
  • Coatue Management bought 2,976,338 Micron Technology shares in Q2 2026, an estimated $2.23B.
  • Micron Technology made up 7.46% of Coatue Management's portfolio in Q2 2026, its #3 holding.
  • Coatue Management first reported a position in Micron Technology in Q1 2014 and has held it in 21 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Coatue Management's 13F filing for Q2 2026, filed 14 Aug 2026.