Kadensa Capital’s Micron Technology MU Stock Holding History

Kadensa Capital’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	$5.01M	Buy	+4,342	New	+$3.26M	1.07%	21
2025 Q2	–	Sell	-295,979	Closed	-$25.7M	–	61
2025 Q1	$25.7M	Buy	+295,979	New	+$28.4M	3.19%	4
2024 Q4	–	Sell	-268,384	Closed	-$27.8M	–	58
2024 Q3	$27.8M	Buy	268,384 +164,607	+159%	+$17.2M	7.29%	4
2024 Q2	$13.6M	Buy	+103,777	New	+$13.1M	3.22%	11
2023 Q3	–	Sell	-504,016	Closed	-$31.8M	–	28
2023 Q2	$31.8M	Buy	+504,016	New	+$32.4M	5.6%	7
2020 Q1	–	Sell	-509,389	Closed	-$27.4M	–	22
2019 Q4	$27.4M	Buy	+509,389	New	+$24.3M	17.56%	2

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

Kadensa Capital's MU Position: Q2 2026 in Review

Kadensa Capital opened a new position in Micron Technology (MU) in Q2 2026: 4,342 shares worth $5.01M. The stake represents 1.07% of the portfolio and ranks #21 among its holdings. This is a return to the name: Kadensa Capital previously reported a position in MU as recently as Q1 2025.

Kadensa Capital first reported a position in MU in Q4 2019 and has held it in 6 quarters since. The position peaked at $31.8M in Q2 2023. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Kadensa Capital held 4,342 shares of Micron Technology worth $5.01M as of Q2 2026.
Micron Technology was a new Kadensa Capital position in Q2 2026.
Micron Technology made up 1.07% of Kadensa Capital's portfolio in Q2 2026, its #21 holding.
Kadensa Capital first reported a position in Micron Technology in Q4 2019 and has held it in 6 quarters since.
Kadensa Capital's Micron Technology position peaked at $31.8M in Q2 2023.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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