Hudson Bay Capital Management
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Hudson Bay Capital Management’s Micron Technology MU Stock Holding History

Hudson Bay 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
2025
Q3 		– Sell
-160,000
Closed -$19.7M – 1543
2025
Q2 		$19.7M Buy
160,000
+132,100
+473% +$12.3M 0.07% 215
2025
Q1 		$2.42M Buy
+27,900
New +$2.68M 0.01% 786
2024
Q2 		– Sell
-403,300
Closed -$47.5M – 882
2024
Q1 		$47.5M Buy
+403,300
New +$36.5M 0.26% 57
2019
Q1 		– Sell
-100,000
Closed -$3.17M – 836
2018
Q4 		$3.17M Buy
100,000
+85,000
+567% +$3.22M 0.04% 408
2018
Q3 		$678K Buy
+15,000
New +$757K 0.01% 606
2017
Q2 		– Sell
-100,000
Closed -$2.89M – 701
2017
Q1 		$2.89M Buy
+100,000
New +$2.44M 0.04% 382

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hudson Bay Capital Management's MU Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in Micron Technology (MU) in Q1 2026: 500,070 shares worth $169M. The stake represents 0.58% of the portfolio and ranks #34 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in MU as recently as Q3 2025.

Hudson Bay Capital Management first reported a position in MU in Q3 2016 and has held it in 17 quarters since. 2,993 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Hudson Bay Capital Management held 500,070 shares of Micron Technology worth $169M as of Q1 2026.
  • Micron Technology was a new Hudson Bay Capital Management position in Q1 2026.
  • Micron Technology made up 0.58% of Hudson Bay Capital Management's portfolio in Q1 2026, its #34 holding.
  • Hudson Bay Capital Management first reported a position in Micron Technology in Q3 2016 and has held it in 17 quarters since.
  • 2,993 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.