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Gavin Baker’s Micron Technology MU Stock Holding History

Gavin Baker’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 		$821M Sell
711,364
-49,062
-6% -$36.8M 5.73% 3
2026
Q1 		$257M Buy
760,426
+21,510
+3% +$8.43M 5.14% 5
2025
Q4 		$211M Buy
738,916
+13,959
+2% +$3.2M 2.58% 9
2025
Q3 		$121M Buy
724,957
+654,479
+929% +$83.7M 2.36% 9
2025
Q2 		$8.69M Sell
70,478
-819,364
-92% -$76.5M 0.24% 44
2025
Q1 		$77.3M Buy
889,842
+649,253
+270% +$62.4M 2.35% 17
2024
Q4 		$20.2M Sell
240,589
-145,961
-38% -$14.8M 0.44% 36
2024
Q3 		$40.1M Sell
386,550
-340,350
-47% -$35.6M 1.02% 29
2024
Q2 		$95.6M Sell
726,900
-811,926
-53% -$102M 3.12% 15
2024
Q1 		$181M Buy
+1,538,826
New +$139M 4.12% 7
2023
Q4 		– Sell
-705,463
Closed -$48M – 44
2023
Q3 		$48M Sell
705,463
-517,704
-42% -$34.7M 1.57% 19
2023
Q2 		$77.2M Buy
1,223,167
+302,209
+33% +$19.4M 1.98% 20
2023
Q1 		$55.6M Buy
+920,958
New +$54M 1.7% 22
2022
Q2 		– Sell
-507,808
Closed -$39.6M – 47
2022
Q1 		$39.6M Sell
507,808
-961,869
-65% -$82M 1.22% 25
2021
Q4 		$137M Buy
1,469,677
+757,865
+106% +$59.2M 4.28% 10
2021
Q3 		$50.5M Sell
711,812
-274,350
-28% -$20.6M 1.19% 28
2021
Q2 		$83.8M Buy
986,162
+140,260
+17% +$11.8M 1.5% 22
2021
Q1 		$74.6M Buy
845,902
+315,652
+60% +$26.8M 1.68% 17
2020
Q4 		$39.9M Sell
530,250
-421,000
-44% -$25.4M 1.75% 19
2020
Q3 		$44.7M Buy
951,250
+124,400
+15% +$6.02M 4.22% 10
2020
Q2 		$42.6M Buy
826,850
+406,550
+97% +$19.2M 6.01% 5
2020
Q1 		$17.7M Buy
420,300
+290,500
+224% +$15.1M 3.91% 13
2019
Q4 		$6.98M Buy
+129,800
New +$6.2M 1.6% 23

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

Gavin Baker's MU Position: Q2 2026 in Review

Gavin Baker reduced its Micron Technology (MU) stake by 6.5% in Q2 2026, selling an estimated $36.8M and leaving 711,364 shares worth $821M. The position accounts for 5.73% of the portfolio, ranked #3.

Gavin Baker first reported a position in MU in Q4 2019 and has held it in 23 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Gavin Baker held 711,364 shares of Micron Technology worth $821M as of Q2 2026.
  • Gavin Baker sold 49,062 Micron Technology shares in Q2 2026, an estimated $36.8M.
  • Micron Technology made up 5.73% of Gavin Baker's portfolio in Q2 2026, its #3 holding.
  • Gavin Baker first reported a position in Micron Technology in Q4 2019 and has held it in 23 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.