Himalaya Capital Management’s Micron Technology MU Stock Holding History

Himalaya Capital 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
2023 Q2	–	Sell	-6,826,079	Closed	-$412M	–	7
2023 Q1	$412M	Sell	6,826,079 -4,650,444	-41%	-$273M	20.2%	2
2022 Q4	$574M	Hold	11,476,523	–	–	29.76%	1
2022 Q3	$575M	Hold	11,476,523	–	–	32.98%	1
2022 Q2	$634M	Hold	11,476,523	–	–	33.86%	1
2022 Q1	$894M	Hold	11,476,523	–	–	37.57%	1
2021 Q4	$1.07B	Hold	11,476,523	–	–	40.12%	1
2021 Q3	$815M	Hold	11,476,523	–	–	37.92%	1
2021 Q2	$975M	Hold	11,476,523	–	–	47.59%	1
2021 Q1	$1.01B	Hold	11,476,523	–	–	51.17%	1
2020 Q4	$863M	Hold	11,476,523	–	–	47.52%	1
2020 Q3	$539M	Buy	11,476,523 +1,567,100	+16%	+$75.8M	41.09%	1
2020 Q2	$511M	Hold	9,909,423	–	–	47.99%	1
2020 Q1	$417M	Buy	9,909,423 +2,095,000	+27%	+$109M	58.44%	1
2019 Q4	$420M	Buy	+7,814,423	New	+$373M	100%	1

Other funds holding MU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Himalaya Capital Management's MU Position: Q2 2023 in Review

Himalaya Capital Management sold out of Micron Technology (MU) in Q2 2023, closing a stake of 6,826,079 shares — an estimated $412M sold.

Himalaya Capital Management first reported a position in MU in Q4 2019 and held it in 14 quarters. The position peaked at $1.07B in Q4 2021. 1,291 funds tracked by Wall St. Rank hold MU as of Q2 2023.

Himalaya Capital Management reported no remaining Micron Technology position as of Q2 2023 after selling out during the quarter.
Himalaya Capital Management sold 6,826,079 Micron Technology shares in Q2 2023, an estimated $412M.
Himalaya Capital Management first reported a position in Micron Technology in Q4 2019 and held it in 14 quarters.
Himalaya Capital Management's Micron Technology position peaked at $1.07B in Q4 2021.
1,291 funds tracked by Wall St. Rank held Micron Technology as of Q2 2023.

Based on Himalaya Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.