Horiko Capital Management’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
Q2 | $103M | Sell |
89,553
-34,904
| -28% | -$26.2M | 18.16% | 1 |
|
|
2026
Q1 | $41.5M | Sell |
124,457
-4,137
| -3% | -$1.62M | 9.57% | 4 |
|
|
2025
Q4 | $37M | Sell |
128,594
-8,971
| -7% | -$2.06M | 8.15% | 7 |
|
|
2025
Q3 | $22.9M | Sell |
137,565
-2,133
| -2% | -$273K | 5.43% | 10 |
|
|
2025
Q2 | $17.3M | Sell |
139,698
-2,634
| -2% | -$246K | 4.51% | 10 |
|
|
2025
Q1 | $12.4M | Buy |
142,332
+5,995
| +4% | +$576K | 3.66% | 10 |
|
|
2024
Q4 | $11.6M | Sell |
136,337
-24,865
| -15% | -$2.53M | 3.34% | 12 |
|
|
2024
Q3 | $16.8M | Sell |
161,202
-8,708
| -5% | -$911K | 4.87% | 9 |
|
|
2024
Q2 | $22.4M | Buy |
169,910
+1,259
| +0.7% | +$159K | 6.36% | 8 |
|
|
2024
Q1 | $19.9M | Buy |
168,651
+6,228
| +4% | +$564K | 6.08% | 8 |
|
|
2023
Q4 | $13.9M | Buy |
162,423
+39,387
| +32% | +$2.93M | 4.76% | 10 |
|
|
2023
Q3 | $8.37M | Buy |
123,036
+6,590
| +6% | +$441K | 4.4% | 9 |
|
|
2023
Q2 | $7.35M | Buy |
116,446
+11,217
| +11% | +$721K | 3.91% | 10 |
|
|
2023
Q1 | $6.35M | Buy |
105,229
+5,851
| +6% | +$343K | 3.82% | 10 |
|
|
2022
Q4 | $4.97M | Hold |
99,378
| – | – | 3.83% | 9 |
|
|
2022
Q3 | $4.98M | Sell |
99,378
-4,450
| -4% | -$258K | 4.02% | 10 |
|
|
2022
Q2 | $5.74M | Sell |
103,828
-28,995
| -22% | -$1.97M | 4.2% | 10 |
|
|
2022
Q1 | $10.3M | Sell |
132,823
-489
| -0.4% | -$41.7K | 4.27% | 7 |
|
|
2021
Q4 | $12.4M | Sell |
133,312
-416
| -0.3% | -$32.5K | 4.25% | 7 |
|
|
2021
Q3 | $9.49M | Sell |
133,728
-2,828
| -2% | -$212K | 3.67% | 8 |
|
|
2021
Q2 | $11.6M | Buy |
136,556
+29,466
| +28% | +$2.49M | 4.35% | 7 |
|
|
2021
Q1 | $9.45M | Sell |
107,090
-9,923
| -8% | -$842K | 4.26% | 8 |
|
|
2020
Q4 | $8.8M | Buy |
117,013
+500
| +0.4% | +$30.2K | 4.53% | 8 |
|
|
2020
Q3 | $5.47M | Sell |
116,513
-1,642
| -1% | -$79.5K | 3.16% | 8 |
|
|
2020
Q2 | $6.09M | Buy |
118,155
+17,880
| +18% | +$843K | 4.03% | 8 |
|
|
2020
Q1 | $4.22M | Hold |
100,275
| – | – | 3.67% | 7 |
|
|
2019
Q4 | $5.39M | Hold |
100,275
| – | – | 3.65% | 11 |
|
|
2019
Q3 | $4.3M | Hold |
100,275
| – | – | 3.25% | 11 |
|
|
2019
Q2 | $3.87M | Hold |
100,275
| – | – | 2.94% | 14 |
|
|
2019
Q1 | $4.14M | Hold |
100,275
| – | – | 3.41% | 11 |
|
|
2018
Q4 | $3.18M | Buy |
+100,275
| New | +$3.8M | 3.38% | 13 |
|
Other funds holding MU
Horiko Capital Management's MU Position: Q2 2026 in Review
Horiko Capital Management reduced its Micron Technology (MU) stake by 28% in Q2 2026, selling an estimated $26.2M and leaving 89,553 shares worth $103M. The position accounts for 18.16% of the portfolio, ranked #1.
Horiko Capital Management first reported a position in MU in Q4 2018 and has held it in 31 quarters since. 3,869 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Horiko Capital Management held 89,553 shares of Micron Technology worth $103M as of Q2 2026.
- Horiko Capital Management sold 34,904 Micron Technology shares in Q2 2026, an estimated $26.2M.
- Micron Technology made up 18.16% of Horiko Capital Management's portfolio in Q2 2026, its #1 holding.
- Horiko Capital Management first reported a position in Micron Technology in Q4 2018 and has held it in 31 quarters since.
- 3,869 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Horiko Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.