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Munro Partners’s Micron Technology MU Stock Holding History

Munro 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 		$115M Buy
+99,985
New +$75M 2.54% 15
2024
Q2 		– Sell
-265,425
Closed -$31.3M – 63
2024
Q1 		$31.3M Buy
+265,425
New +$24M 1.12% 28
2021
Q2 		– Sell
-1,059,600
Closed -$93.5M – 25
2021
Q1 		$93.5M Buy
1,059,600
+270,500
+34% +$22.9M 4.02% 13
2020
Q4 		$59.3M Buy
+789,100
New +$47.6M 2.57% 20

Other funds holding MU

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

Munro Partners's MU Position: Q2 2026 in Review

Munro Partners opened a new position in Micron Technology (MU) in Q2 2026: 99,985 shares worth $115M. The stake represents 2.54% of the portfolio and ranks #15 among its holdings. This is a return to the name: Munro Partners previously reported a position in MU as recently as Q1 2024.

Munro Partners first reported a position in MU in Q4 2020 and has held it in 4 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Munro Partners held 99,985 shares of Micron Technology worth $115M as of Q2 2026.
  • Micron Technology was a new Munro Partners position in Q2 2026.
  • Micron Technology made up 2.54% of Munro Partners's portfolio in Q2 2026, its #15 holding.
  • Munro Partners first reported a position in Micron Technology in Q4 2020 and has held it in 4 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.