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Contrarius Group Holdings’s Micron Technology MU Stock Holding History

Contrarius Group Holdings’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 		$62.5M Buy
+54,113
New +$40.6M 2.88% 12
2026
Q1 		– Sell
-411,597
Closed -$117M – 50
2025
Q4 		$117M Sell
411,597
-126,048
-23% -$28.9M 5.7% 5
2025
Q3 		$90M Sell
537,645
-27,371
-5% -$3.5M 4.07% 10
2025
Q2 		$69.6M Buy
+565,016
New +$52.8M 3.93% 8

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

Contrarius Group Holdings's MU Position: Q2 2026 in Review

Contrarius Group Holdings opened a new position in Micron Technology (MU) in Q2 2026: 54,113 shares worth $62.5M. The stake represents 2.88% of the portfolio and ranks #12 among its holdings. This is a return to the name: Contrarius Group Holdings previously reported a position in MU as recently as Q4 2025.

Contrarius Group Holdings first reported a position in MU in Q2 2025 and has held it in 4 quarters since. The position peaked at $117M in Q4 2025. 3,893 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Contrarius Group Holdings held 54,113 shares of Micron Technology worth $62.5M as of Q2 2026.
  • Micron Technology was a new Contrarius Group Holdings position in Q2 2026.
  • Micron Technology made up 2.88% of Contrarius Group Holdings's portfolio in Q2 2026, its #12 holding.
  • Contrarius Group Holdings first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • Contrarius Group Holdings's Micron Technology position peaked at $117M in Q4 2025.
  • 3,893 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.