Kamunting Street Capital Management’s Micron Technology MU Stock Holding History

Kamunting Street 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 Q1	$13.5M	Buy	+40,000	New	+$15.7M	7.38%	4
2025 Q4	–	Sell	-1,476	Closed	-$247K	–	21
2025 Q3	$247K	Buy	+1,476	New	+$189K	0.18%	14
2025 Q2	–	Sell	-55,000	Closed	-$4.78M	–	17
2025 Q1	$4.78M	Buy	55,000 +5,000	+10%	+$480K	3.2%	9
2024 Q4	$4.21M	Sell	50,000 -4,922	-9%	-$501K	3.64%	8
2024 Q3	$5.7M	Buy	+54,922	New	+$5.74M	5.87%	5
2021 Q4	–	Sell	-35,000	Closed	-$2.48M	–	60
2021 Q3	$2.48M	Buy	35,000 +20,000	+133%	+$1.5M	1.11%	24
2021 Q2	$1.27M	Hold	15,000	–	–	0.52%	46
2021 Q1	$1.32M	Hold	15,000	–	–	0.52%	46
2020 Q4	$1.13M	Buy	+15,000	New	+$905K	0.59%	41

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kamunting Street Capital Management's MU Position: Q1 2026 in Review

Kamunting Street Capital Management opened a new position in Micron Technology (MU) in Q1 2026: 40,000 shares worth $13.5M. The stake represents 7.38% of the portfolio and ranks #4 among its holdings. This is a return to the name: Kamunting Street Capital Management previously reported a position in MU as recently as Q3 2025.

Kamunting Street Capital Management first reported a position in MU in Q4 2020 and has held it in 9 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Kamunting Street Capital Management held 40,000 shares of Micron Technology worth $13.5M as of Q1 2026.
Micron Technology was a new Kamunting Street Capital Management position in Q1 2026.
Micron Technology made up 7.38% of Kamunting Street Capital Management's portfolio in Q1 2026, its #4 holding.
Kamunting Street Capital Management first reported a position in Micron Technology in Q4 2020 and has held it in 9 quarters since.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Kamunting Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.