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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kadensa Capital's MU Position: Q2 2025 in Review

Kadensa Capital sold out of Micron Technology (MU) in Q2 2025, closing a stake of 295,979 shares — an estimated $25.7M sold.

Kadensa Capital first reported a position in MU in Q4 2019 and held it in 5 quarters. The position peaked at $31.8M in Q2 2023. 1,860 funds tracked by Wall St. Rank hold MU as of Q2 2025.

  • Kadensa Capital reported no remaining Micron Technology position as of Q2 2025 after selling out during the quarter.
  • Kadensa Capital sold 295,979 Micron Technology shares in Q2 2025, an estimated $25.7M.
  • Kadensa Capital first reported a position in Micron Technology in Q4 2019 and held it in 5 quarters.
  • Kadensa Capital's Micron Technology position peaked at $31.8M in Q2 2023.
  • 1,860 funds tracked by Wall St. Rank held Micron Technology as of Q2 2025.

Based on Kadensa Capital's 13F filing for Q2 2025, filed 14 Aug 2025.