Marsico Capital Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
Other funds holding MU
Marsico Capital Management's MU Position: Q2 2026 in Review
Marsico Capital Management increased its Micron Technology (MU) stake by 374% in Q2 2026, buying an estimated $89.9M and bringing the position to 152,017 shares worth $175M. The position accounts for 4.58% of the portfolio, ranked #7.
Marsico Capital Management first reported a position in MU in Q4 2014 and has held it in 3 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Marsico Capital Management held 152,017 shares of Micron Technology worth $175M as of Q2 2026.
- Marsico Capital Management bought 119,947 Micron Technology shares in Q2 2026, an estimated $89.9M.
- Micron Technology made up 4.58% of Marsico Capital Management's portfolio in Q2 2026, its #7 holding.
- Marsico Capital Management first reported a position in Micron Technology in Q4 2014 and has held it in 3 quarters since.
- 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.