Philippe Laffont
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Philippe Laffont’s Micron Technology MU Stock Holding History

Philippe Laffont’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
Q1 		$56.1M Buy
+165,931
New +$65M 0.19% 39
2021
Q1 		– Sell
-1,829,932
Closed -$138M – 83
2020
Q4 		$138M Hold
1,829,932
– – 0.51% 39
2020
Q3 		$85.9M Sell
1,829,932
-57
-0% -$2.76K 0.45% 37
2020
Q2 		$94.3M Buy
1,829,989
+824,989
+82% +$38.9M 0.83% 29
2020
Q1 		$42.3M Buy
1,005,000
+995,874
+10,912% +$51.8M 0.54% 30
2019
Q4 		$491K Sell
9,126
-148,174
-94% -$7.08M ﹤0.01% 231
2019
Q3 		$6.74M Buy
+157,300
New +$7.11M 0.06% 76
2019
Q2 		– Sell
-3,828,296
Closed -$158M – 188
2019
Q1 		$158M Buy
3,828,296
+3,782,910
+8,335% +$146M 1.75% 21
2018
Q4 		$1.44M Sell
45,386
-571,644
-93% -$21.7M 0.02% 34
2018
Q3 		$27.9M Sell
617,030
-4,642,920
-88% -$234M 0.29% 28
2018
Q2 		$276M Sell
5,259,950
-9,219,082
-64% -$499M 2.32% 17
2018
Q1 		$755M Buy
+14,479,032
New +$693M 6.24% 6
2016
Q1 		– Sell
-359,888
Closed -$5.1M – 65
2015
Q4 		$5.1M Hold
359,888
– – 0.05% 51
2015
Q3 		$5.39M Hold
359,888
– – 0.06% 53
2015
Q2 		$6.78M Sell
359,888
-11,451,246
-97% -$305M 0.07% 59
2015
Q1 		$320M Sell
11,811,134
-3,750,792
-24% -$112M 3.04% 13
2014
Q4 		$545M Sell
15,561,926
-74,134
-0.5% -$2.45M 5.16% 8
2014
Q3 		$536M Sell
15,636,060
-538,908
-3% -$17.5M 5.48% 7
2014
Q2 		$533M Buy
16,174,968
+4,261,603
+36% +$116M 6.64% 3
2014
Q1 		$282M Buy
+11,913,365
New +$283M 4.98% 6

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Philippe Laffont's MU Position: Q1 2026 in Review

Philippe Laffont opened a new position in Micron Technology (MU) in Q1 2026: 165,931 shares worth $56.1M. The stake represents 0.19% of the portfolio and ranks #39 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in MU as recently as Q4 2020.

Philippe Laffont first reported a position in MU in Q1 2014 and has held it in 20 quarters since. The position peaked at $755M in Q1 2018. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Philippe Laffont held 165,931 shares of Micron Technology worth $56.1M as of Q1 2026.
  • Micron Technology was a new Philippe Laffont position in Q1 2026.
  • Micron Technology made up 0.19% of Philippe Laffont's portfolio in Q1 2026, its #39 holding.
  • Philippe Laffont first reported a position in Micron Technology in Q1 2014 and has held it in 20 quarters since.
  • Philippe Laffont's Micron Technology position peaked at $755M in Q1 2018.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.