Palestra Capital Management’s Micron Technology MU Stock Holding History

Palestra 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
2024 Q3	–	Sell	-216,664	Closed	-$28.5M	–	41
2024 Q2	$28.5M	Buy	+216,664	New	+$27.3M	1.12%	26
2020 Q3	–	Sell	-2,419,545	Closed	-$125M	–	33
2020 Q2	$125M	Buy	+2,419,545	New	+$114M	3.12%	18
2015 Q2	–	Sell	-1,013,020	Closed	-$27.5M	–	28
2015 Q1	$27.5M	Sell	1,013,020 -133,895	-12%	-$4M	2.42%	25
2014 Q4	$40.2M	Buy	1,146,915 +47,300	+4%	+$1.57M	3.5%	15
2014 Q3	$37.7M	Sell	1,099,615 -346,200	-24%	-$11.2M	3.22%	16
2014 Q2	$47.6M	Buy	1,445,815 +509,000	+54%	+$13.9M	3.93%	8
2014 Q1	$22.2M	Buy	936,815 +365,915	+64%	+$8.69M	2.85%	22
2013 Q4	$12.4M	Buy	+570,900	New	+$11.1M	2.55%	21

Other funds holding MU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Palestra Capital Management's MU Position: Q3 2024 in Review

Palestra Capital Management sold out of Micron Technology (MU) in Q3 2024, closing a stake of 216,664 shares — an estimated $28.5M sold.

Palestra Capital Management first reported a position in MU in Q4 2013 and held it in 8 quarters. The position peaked at $125M in Q2 2020. 1,715 funds tracked by Wall St. Rank hold MU as of Q3 2024.

Palestra Capital Management reported no remaining Micron Technology position as of Q3 2024 after selling out during the quarter.
Palestra Capital Management sold 216,664 Micron Technology shares in Q3 2024, an estimated $28.5M.
Palestra Capital Management first reported a position in Micron Technology in Q4 2013 and held it in 8 quarters.
Palestra Capital Management's Micron Technology position peaked at $125M in Q2 2020.
1,715 funds tracked by Wall St. Rank held Micron Technology as of Q3 2024.

Based on Palestra Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.