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 Q1	–	Sell	-700,000	Closed	-$200M	–	63
2025 Q4	$200M	Buy	+700,000	New	+$161M	2.44%	10

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

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.