JAT Capital Management’s Micron Technology MU Stock Holding History

JAT 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
2026 Q2	$5.29M	Sell	4,587 -28,913	-86%	-$21.7M	11.17%	3
2026 Q1	$11.3M	Buy	33,500 +29,000	+644%	+$11.4M	19.07%	2
2025 Q4	$1.28M	Buy	+4,500	New	+$1.03M	1.38%	14
2025 Q3	–	Sell	-2,400	Closed	-$296K	–	23
2025 Q2	$296K	Buy	+2,400	New	+$224K	0.97%	12
2024 Q3	–	Sell	-501,795	Closed	-$66M	–	52
2024 Q2	$66M	Buy	501,795 +401,795	+402%	+$50.6M	8.51%	3
2024 Q1	$11.8M	Sell	100,000 -199,340	-67%	-$18M	1.47%	16
2023 Q4	$25.5M	Sell	299,340 -163,503	-35%	-$12.1M	4.82%	5
2023 Q3	$31.5M	Sell	462,843 -691,697	-60%	-$46.3M	7.04%	6
2023 Q2	$72.9M	Buy	1,154,540 +917,304	+387%	+$59M	16.83%	1
2023 Q1	$14.3M	Buy	+237,236	New	+$13.9M	4.27%	6
2022 Q4	–	Sell	-16,000	Closed	-$802K	–	29
2022 Q3	$802K	Sell	16,000 -437,130	-96%	-$25.4M	0.29%	33
2022 Q2	$25M	Buy	453,130 +351,307	+345%	+$23.9M	7.12%	3
2022 Q1	$7.93M	Buy	101,823 +76,485	+302%	+$6.52M	2.4%	17
2021 Q4	$2.36M	Buy	+25,338	New	+$1.98M	0.7%	29

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

JAT Capital Management's MU Position: Q2 2026 in Review

JAT Capital Management reduced its Micron Technology (MU) stake by 86% in Q2 2026, selling an estimated $21.7M and leaving 4,587 shares worth $5.29M. The position accounts for 11.17% of the portfolio, ranked #3.

JAT Capital Management first reported a position in MU in Q4 2021 and has held it in 14 quarters since. The position peaked at $72.9M in Q2 2023. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

JAT Capital Management held 4,587 shares of Micron Technology worth $5.29M as of Q2 2026.
JAT Capital Management sold 28,913 Micron Technology shares in Q2 2026, an estimated $21.7M.
Micron Technology made up 11.17% of JAT Capital Management's portfolio in Q2 2026, its #3 holding.
JAT Capital Management first reported a position in Micron Technology in Q4 2021 and has held it in 14 quarters since.
JAT Capital Management's Micron Technology position peaked at $72.9M in Q2 2023.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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