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 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 $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

Crake Asset Management's MU Position: Q1 2026 in Review

Crake Asset Management opened a new position in Micron Technology (MU) in Q1 2026: 192,000 shares worth $64.9M. The stake represents 2.27% of the portfolio and ranks #12 among its holdings. This is a return to the name: Crake Asset Management previously reported a position in MU as recently as Q2 2025.

Crake Asset Management first reported a position in MU in Q1 2021 and has held it in 5 quarters since. The position peaked at $149M in Q2 2021. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Crake Asset Management held 192,000 shares of Micron Technology worth $64.9M as of Q1 2026.
Micron Technology was a new Crake Asset Management position in Q1 2026.
Micron Technology made up 2.27% of Crake Asset Management's portfolio in Q1 2026, its #12 holding.
Crake Asset Management first reported a position in Micron Technology in Q1 2021 and has held it in 5 quarters since.
Crake Asset Management's Micron Technology position peaked at $149M in Q2 2021.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Crake Asset Management's 13F filing for Q1 2026, filed 15 May 2026.