Game Creek Capital’s Micron Technology MU Stock Holding History

Game Creek Capital’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	$4.62M	Sell	4,000 -8,000	-67%	-$6M	1.63%	21
2026 Q1	$4.05M	Sell	12,000 -8,000	-40%	-$3.13M	1.35%	27
2025 Q4	$5.71M	Sell	20,000 -2,500	-11%	-$574K	1.89%	15
2025 Q3	$3.76M	Buy	22,500 +17,500	+350%	+$2.24M	1.32%	22
2025 Q2	$616K	Buy	+5,000	New	+$467K	0.26%	66
2024 Q1	–	Sell	-15,000	Closed	-$1.28M	–	68
2023 Q4	$1.28M	Buy	+15,000	New	+$1.11M	0.54%	53

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

Game Creek Capital's MU Position: Q2 2026 in Review

Game Creek Capital reduced its Micron Technology (MU) stake by 41% in Q2 2026, selling an estimated $10.3M and leaving 20,176 shares worth $23.3M. The position accounts for 8.22% of the portfolio, ranked #1.

Game Creek Capital first reported a position in MU in Q2 2020 and has held it in 13 quarters since. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Game Creek Capital held 20,176 shares of Micron Technology worth $23.3M as of Q2 2026.
Game Creek Capital sold 13,799 Micron Technology shares in Q2 2026, an estimated $10.3M.
Micron Technology made up 8.22% of Game Creek Capital's portfolio in Q2 2026, its #1 holding.
Game Creek Capital first reported a position in Micron Technology in Q2 2020 and has held it in 13 quarters since.
3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Game Creek Capital's 13F filing for Q2 2026, filed 13 Aug 2026.