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Meridiem Capital Partners’s Micron Technology MU Stock Holding History

Meridiem Capital Partners’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 		$33.7M Buy
+29,178
New +$21.9M 1.51% 23
2025
Q3 		– Sell
-211,176
Closed -$26M – 94
2025
Q2 		$26M Sell
211,176
-202,642
-49% -$18.9M 1.84% 17
2025
Q1 		$36M Buy
+413,818
New +$39.7M 3.75% 8

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Meridiem Capital Partners's MU Position: Q2 2026 in Review

Meridiem Capital Partners opened a new position in Micron Technology (MU) in Q2 2026: 29,178 shares worth $33.7M. The stake represents 1.51% of the portfolio and ranks #23 among its holdings. This is a return to the name: Meridiem Capital Partners previously reported a position in MU as recently as Q2 2025.

Meridiem Capital Partners first reported a position in MU in Q1 2025 and has held it in 3 quarters since. The position peaked at $36M in Q1 2025. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Meridiem Capital Partners held 29,178 shares of Micron Technology worth $33.7M as of Q2 2026.
  • Micron Technology was a new Meridiem Capital Partners position in Q2 2026.
  • Micron Technology made up 1.51% of Meridiem Capital Partners's portfolio in Q2 2026, its #23 holding.
  • Meridiem Capital Partners first reported a position in Micron Technology in Q1 2025 and has held it in 3 quarters since.
  • Meridiem Capital Partners's Micron Technology position peaked at $36M in Q1 2025.
  • 3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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