Maytus Capital Management’s Micron Technology MU Stock Holding History

Maytus 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 Q2	$28.9M	Buy	+25,000	New	+$18.7M	4.54%	4
2026 Q1	–	Sell	-59,000	Closed	-$16.8M	–	82
2025 Q4	$16.8M	Sell	59,000 -3,000	-5%	-$688K	3.98%	6
2025 Q3	$10.4M	Buy	+62,000	New	+$7.93M	2.23%	14
2025 Q2	–	Sell	-100,000	Closed	-$8.69M	–	76
2025 Q1	$8.69M	Buy	+100,000	New	+$9.6M	2.67%	11
2024 Q4	–	Sell	-30,000	Closed	-$3.11M	–	64
2024 Q3	$3.11M	Buy	+30,000	New	+$3.14M	1.09%	41
2024 Q2	–	Sell	-21,000	Closed	-$2.48M	–	59
2024 Q1	$2.48M	Buy	21,000 +11,000	+110%	+$996K	1.05%	32
2023 Q4	$853K	Buy	+10,000	New	+$743K	0.34%	50
2023 Q3	–	Sell	-28,800	Closed	-$1.82M	–	49
2023 Q2	$1.82M	Buy	+28,800	New	+$1.85M	0.9%	39
2022 Q2	–	Sell	-65,000	Closed	-$5.06M	–	56
2022 Q1	$5.06M	Sell	65,000 -55,000	-46%	-$4.69M	1.25%	28
2021 Q4	$11.2M	Buy	+120,000	New	+$9.37M	2.59%	14
2021 Q3	–	Sell	-50,000	Closed	-$4.25M	–	54
2021 Q2	$4.25M	Buy	50,000 +20,000	+67%	+$1.69M	1.35%	36
2021 Q1	$2.65M	Sell	30,000 -55,000	-65%	-$4.67M	0.88%	36
2020 Q4	$6.39M	Buy	85,000 +65,000	+325%	+$3.92M	2.73%	19
2020 Q3	$939K	Sell	20,000 -60,000	-75%	-$2.9M	0.43%	39
2020 Q2	$4.12M	Sell	80,000 -65,000	-45%	-$3.06M	2.12%	25
2020 Q1	$6.1M	Buy	145,000 +67,000	+86%	+$3.48M	3.69%	8
2019 Q4	$4.2M	Buy	+78,000	New	+$3.72M	2.08%	24
2019 Q3	–	Sell	-110,000	Closed	-$4.25M	–	59
2019 Q2	$4.25M	Buy	+110,000	New	+$4.19M	2.06%	21

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

Maytus Capital Management's MU Position: Q2 2026 in Review

Maytus Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 25,000 shares worth $28.9M. The stake represents 4.54% of the portfolio and ranks #4 among its holdings. This is a return to the name: Maytus Capital Management previously reported a position in MU as recently as Q4 2025.

Maytus Capital Management first reported a position in MU in Q2 2019 and has held it in 18 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Maytus Capital Management held 25,000 shares of Micron Technology worth $28.9M as of Q2 2026.
Micron Technology was a new Maytus Capital Management position in Q2 2026.
Micron Technology made up 4.54% of Maytus Capital Management's portfolio in Q2 2026, its #4 holding.
Maytus Capital Management first reported a position in Micron Technology in Q2 2019 and has held it in 18 quarters since.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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