Crake Asset Management’s Micron Technology MU Stock Holding History

Crake Asset 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	$72.7M	Sell	63,000 -129,000	-67%	-$96.7M	1.74%	16
2026 Q1	$64.9M	Buy	+192,000	New	+$75.2M	2.27%	12
2025 Q3	–	Sell	-586,000	Closed	-$72.2M	–	18
2025 Q2	$72.2M	Sell	586,000 -350,000	-37%	-$32.7M	3.81%	8
2025 Q1	$81.3M	Buy	+936,000	New	+$89.9M	6.56%	4
2021 Q3	–	Sell	-1,750,408	Closed	-$149M	–	26
2021 Q2	$149M	Buy	1,750,408 +739,000	+73%	+$62.4M	7.73%	4
2021 Q1	$89.2M	Buy	+1,011,408	New	+$85.8M	2.7%	16

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

Crake Asset Management's MU Position: Q2 2026 in Review

Crake Asset Management reduced its Micron Technology (MU) stake by 67% in Q2 2026, selling an estimated $96.7M and leaving 63,000 shares worth $72.7M. The position accounts for 1.74% of the portfolio, ranked #16.

Crake Asset Management first reported a position in MU in Q1 2021 and has held it in 6 quarters since. The position peaked at $149M in Q2 2021. 3,907 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Crake Asset Management held 63,000 shares of Micron Technology worth $72.7M as of Q2 2026.
Crake Asset Management sold 129,000 Micron Technology shares in Q2 2026, an estimated $96.7M.
Micron Technology made up 1.74% of Crake Asset Management's portfolio in Q2 2026, its #16 holding.
Crake Asset Management first reported a position in Micron Technology in Q1 2021 and has held it in 6 quarters since.
Crake Asset Management's Micron Technology position peaked at $149M in Q2 2021.
3,907 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Crake Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.