David Tepper’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $563M | Buy |
1,665,000
+165,000
| +11% | +$64.6M | 9.48% | 2 |
|
|
2025
Q4 | $428M | Buy |
1,500,000
+1,000,000
| +200% | +$229M | 6.18% | 4 |
|
|
2025
Q3 | $83.7M | Sell |
500,000
-325,000
| -39% | -$41.6M | 1.13% | 26 |
|
|
2025
Q2 | $102M | Buy |
825,000
+425,000
| +106% | +$39.7M | 1.58% | 18 |
|
|
2025
Q1 | $34.8M | Sell |
400,000
-800,000
| -67% | -$76.8M | 0.41% | 29 |
|
|
2024
Q4 | $101M | Buy |
1,200,000
+150,000
| +14% | +$15.3M | 1.56% | 18 |
|
|
2024
Q3 | $109M | Sell |
1,050,000
-125,000
| -11% | -$13.1M | 1.62% | 17 |
|
|
2024
Q2 | $155M | Sell |
1,175,000
-40,000
| -3% | -$5.04M | 2.5% | 13 |
|
|
2024
Q1 | $143M | Hold |
1,215,000
| – | – | 2.12% | 16 |
|
|
2023
Q4 | $104M | Sell |
1,215,000
-185,000
| -13% | -$13.7M | 1.79% | 18 |
|
|
2023
Q3 | $95.2M | Hold |
1,400,000
| – | – | 1.88% | 15 |
|
|
2023
Q2 | $88.4M | Buy |
+1,400,000
| New | +$90M | 1.64% | 19 |
|
|
2022
Q3 | – | Sell |
-575,000
| Closed | -$31.8M | – | 27 |
|
|
2022
Q2 | $31.8M | Sell |
575,000
-1,525,000
| -73% | -$104M | 2% | 15 |
|
|
2022
Q1 | $164M | Sell |
2,100,000
-650,000
| -24% | -$55.4M | 6.55% | 5 |
|
|
2021
Q4 | $256M | Hold |
2,750,000
| – | – | 6.59% | 4 |
|
|
2021
Q3 | $195M | Sell |
2,750,000
-2,902,691
| -51% | -$218M | 4.65% | 6 |
|
|
2021
Q2 | $480M | Sell |
5,652,691
-1,622,309
| -22% | -$137M | 9.94% | 1 |
|
|
2021
Q1 | $642M | Sell |
7,275,000
-725,000
| -9% | -$61.5M | 9.22% | 1 |
|
|
2020
Q4 | $601M | Sell |
8,000,000
-4,250,000
| -35% | -$256M | 8.99% | 3 |
|
|
2020
Q3 | $575M | Buy |
12,250,000
+2,900,000
| +31% | +$140M | 10.17% | 4 |
|
|
2020
Q2 | $482M | Buy |
9,350,000
+490,000
| +6% | +$23.1M | 8.37% | 5 |
|
|
2020
Q1 | $373M | Buy |
8,860,000
+760,000
| +9% | +$39.5M | 11.39% | 5 |
|
|
2019
Q4 | $436M | Buy |
8,100,000
+2,100,000
| +35% | +$100M | 10.94% | 5 |
|
|
2019
Q3 | $257M | Buy |
6,000,000
+5,100,000
| +567% | +$231M | 7.53% | 5 |
|
|
2019
Q2 | $34.7M | Sell |
900,000
-18,350,000
| -95% | -$699M | 0.38% | 17 |
|
|
2019
Q1 | $796M | Buy |
19,250,000
+3,250,000
| +20% | +$126M | 22.81% | 1 |
|
|
2018
Q4 | $508M | Sell |
16,000,000
-20,000,000
| -56% | -$758M | 25.1% | 1 |
|
|
2018
Q3 | $1.63B | Sell |
36,000,000
-4,527,800
| -11% | -$228M | 28.62% | 1 |
|
|
2018
Q2 | $2.13B | Buy |
40,527,800
+5,122,800
| +14% | +$277M | 24.19% | 1 |
|
|
2018
Q1 | $1.85B | Buy |
35,405,000
+7,905,000
| +29% | +$378M | 19% | 1 |
|
|
2017
Q4 | $1.13B | Buy |
27,500,000
+10,446,001
| +61% | +$450M | 10.54% | 1 |
|
|
2017
Q3 | $671M | Buy |
17,053,999
+4,153,999
| +32% | +$131M | 9.42% | 1 |
|
|
2017
Q2 | $385M | Buy |
12,900,000
+6,210,000
| +93% | +$182M | 5.71% | 4 |
|
|
2017
Q1 | $193M | Buy |
6,690,000
+3,440,000
| +106% | +$84M | 3.18% | 9 |
|
|
2016
Q4 | $71.2M | Buy |
+3,250,000
| New | +$61M | 1.26% | 26 |
|
Other funds holding MU
VCM
VPM
David Tepper's MU Position: Q1 2026 in Review
David Tepper increased its Micron Technology (MU) stake by 11% in Q1 2026, buying an estimated $64.6M and bringing the position to 1,665,000 shares worth $563M. The position accounts for 9.48% of the portfolio, ranked #2.
David Tepper first reported a position in MU in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.13B in Q2 2018. 2,998 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- David Tepper held 1,665,000 shares of Micron Technology worth $563M as of Q1 2026.
- David Tepper bought 165,000 Micron Technology shares in Q1 2026, an estimated $64.6M.
- Micron Technology made up 9.48% of David Tepper's portfolio in Q1 2026, its #2 holding.
- David Tepper first reported a position in Micron Technology in Q4 2016 and has held it in 35 quarters since.
- David Tepper's Micron Technology position peaked at $2.13B in Q2 2018.
- 2,998 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.