Kerrisdale Advisers’s Micron Technology MU Stock Holding History

Kerrisdale Advisers’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	–	Sell	-740	Closed	-$250K	–	125
2026 Q1	$250K	Sell	740 -6,202	-89%	-$2.43M	0.1%	104
2025 Q4	$1.98M	Sell	6,942 -8,117	-54%	-$1.86M	0.93%	30
2025 Q3	$2.52M	Buy	+15,059	New	+$1.93M	1.31%	25
2023 Q1	–	Sell	-38,040	Closed	-$1.9M	–	101
2022 Q4	$1.9M	Hold	38,040	–	–	0.56%	47
2022 Q3	$1.91M	Buy	38,040 +9,500	+33%	+$551K	0.46%	46
2022 Q2	$1.58M	Buy	+28,540	New	+$1.94M	0.5%	50
2013 Q4	–	Sell	-26,827	Closed	-$469K	–	65
2013 Q3	$469K	Buy	26,827 +7,627	+40%	+$111K	0.22%	51
2013 Q2	$275K	Buy	+19,200	New	+$213K	0.13%	53

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

Kerrisdale Advisers's MU Position: Q2 2026 in Review

Kerrisdale Advisers sold out of Micron Technology (MU) in Q2 2026, closing a stake of 740 shares — an estimated $250K sold.

Kerrisdale Advisers first reported a position in MU in Q2 2013 and held it in 8 quarters. The position peaked at $2.52M in Q3 2025. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Kerrisdale Advisers reported no remaining Micron Technology position as of Q2 2026 after selling out during the quarter.
Kerrisdale Advisers sold 740 Micron Technology shares in Q2 2026, an estimated $250K.
Kerrisdale Advisers first reported a position in Micron Technology in Q2 2013 and held it in 8 quarters.
Kerrisdale Advisers's Micron Technology position peaked at $2.52M in Q3 2025.
3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.