Platinum Investment Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.99M | Sell |
23,656
-1,264
| -5% | -$495K | 2.01% | 10 |
|
|
2025
Q4 | $7.11M | Sell |
24,920
-445,371
| -95% | -$102M | 1.64% | 11 |
|
|
2025
Q3 | $78.7M | Sell |
470,291
-90,146
| -16% | -$11.5M | 5.09% | 6 |
|
|
2025
Q2 | $69.1M | Sell |
560,437
-376,377
| -40% | -$35.2M | 4.59% | 9 |
|
|
2025
Q1 | $81.4M | Buy |
936,814
+448,665
| +92% | +$43.1M | 4.72% | 11 |
|
|
2024
Q4 | $41.1M | Sell |
488,149
-37,592
| -7% | -$3.82M | 2.41% | 14 |
|
|
2024
Q3 | $54.5M | Sell |
525,741
-694,803
| -57% | -$72.7M | 2.47% | 13 |
|
|
2024
Q2 | $161M | Sell |
1,220,544
-314,555
| -20% | -$39.6M | 6.5% | 3 |
|
|
2024
Q1 | $181M | Sell |
1,535,099
-17,427
| -1% | -$1.58M | 7.3% | 2 |
|
|
2023
Q4 | $132M | Sell |
1,552,526
-34,269
| -2% | -$2.55M | 5.38% | 6 |
|
|
2023
Q3 | $108M | Sell |
1,586,795
-205,253
| -11% | -$13.7M | 4.21% | 9 |
|
|
2023
Q2 | $113M | Sell |
1,792,048
-820,385
| -31% | -$52.7M | 3.92% | 6 |
|
|
2023
Q1 | $158M | Buy |
2,612,433
+276,311
| +12% | +$16.2M | 5.47% | 4 |
|
|
2022
Q4 | $117M | Buy |
2,336,122
+642,420
| +38% | +$35.2M | 4.45% | 4 |
|
|
2022
Q3 | $84.9M | Sell |
1,693,702
-133,762
| -7% | -$7.76M | 3.54% | 7 |
|
|
2022
Q2 | $101M | Sell |
1,827,464
-879,198
| -32% | -$59.7M | 3.82% | 7 |
|
|
2022
Q1 | $211M | Sell |
2,706,662
-806,688
| -23% | -$68.8M | 6.47% | 5 |
|
|
2021
Q4 | $327M | Buy |
3,513,350
+8,768
| +0.3% | +$685K | 9.11% | 3 |
|
|
2021
Q3 | $249M | Buy |
3,504,582
+11,780
| +0.3% | +$885K | 7% | 4 |
|
|
2021
Q2 | $297M | Sell |
3,492,802
-107,933
| -3% | -$9.11M | 6.87% | 2 |
|
|
2021
Q1 | $318M | Sell |
3,600,735
-591,308
| -14% | -$50.2M | 7.09% | 3 |
|
|
2020
Q4 | $315M | Sell |
4,192,043
-378,902
| -8% | -$22.8M | 7.24% | 2 |
|
|
2020
Q3 | $215M | Buy |
4,570,945
+841
| +0% | +$40.7K | 5.31% | 6 |
|
|
2020
Q2 | $235M | Sell |
4,570,104
-550,562
| -11% | -$26M | 5.37% | 7 |
|
|
2020
Q1 | $215M | Buy |
5,120,666
+321,603
| +7% | +$16.7M | 5.44% | 4 |
|
|
2019
Q4 | $258M | Sell |
4,799,063
-222,047
| -4% | -$10.6M | 5.11% | 7 |
|
|
2019
Q3 | $215M | Hold |
5,021,110
| – | – | 4.81% | 7 |
|
|
2019
Q2 | $194M | Buy |
5,021,110
+2,458,645
| +96% | +$93.7M | 4.55% | 8 |
|
|
2019
Q1 | $106M | Buy |
2,562,465
+2,546,313
| +15,765% | +$98.4M | 2.5% | 18 |
|
|
2018
Q4 | $513K | Hold |
16,152
| – | – | 0.02% | 81 |
|
|
2018
Q3 | $731K | Sell |
16,152
-4,048
| -20% | -$204K | 0.02% | 81 |
|
|
2018
Q2 | $1.06M | Sell |
20,200
-3,800
| -16% | -$206K | 0.03% | 71 |
|
|
2018
Q1 | $1.25M | Hold |
24,000
| – | – | 0.03% | 65 |
|
|
2017
Q4 | $986K | Hold |
24,000
| – | – | 0.03% | 66 |
|
|
2017
Q3 | $943K | Hold |
24,000
| – | – | 0.02% | 66 |
|
|
2017
Q2 | $716K | Sell |
24,000
-60,700
| -72% | -$1.78M | 0.02% | 66 |
|
|
2017
Q1 | $2.45M | Sell |
84,700
-35,000
| -29% | -$855K | 0.07% | 46 |
|
|
2016
Q4 | $2.62M | Sell |
119,700
-42,000
| -26% | -$789K | 0.08% | 39 |
|
|
2016
Q3 | $2.88M | Hold |
161,700
| – | – | 0.07% | 47 |
|
|
2016
Q2 | $2.22M | Sell |
161,700
-729,000
| -82% | -$8.29M | 0.06% | 51 |
|
|
2016
Q1 | $9.32M | Hold |
890,700
| – | – | 0.21% | 43 |
|
|
2015
Q4 | $12.6M | Buy |
890,700
+10,000
| +1% | +$160K | 0.28% | 40 |
|
|
2015
Q3 | $13.2M | Buy |
880,700
+4,200
| +0.5% | +$72.2K | 0.36% | 36 |
|
|
2015
Q2 | $16.5M | Buy |
876,500
+478,000
| +120% | +$12.7M | 0.33% | 36 |
|
|
2015
Q1 | $10.8M | Buy |
398,500
+63,800
| +19% | +$1.91M | 0.22% | 47 |
|
|
2014
Q4 | $11.7M | Sell |
334,700
-1,100
| -0.3% | -$36.4K | 0.22% | 46 |
|
|
2014
Q3 | $11.5M | Sell |
335,800
-25,000
| -7% | -$810K | 0.23% | 45 |
|
|
2014
Q2 | $11.9M | Hold |
360,800
| – | – | 0.21% | 49 |
|
|
2014
Q1 | $8.54M | Sell |
360,800
-3,095,878
| -90% | -$73.5M | 0.15% | 52 |
|
|
2013
Q4 | $75.2M | Sell |
3,456,678
-10,243,300
| -75% | -$199M | 1.3% | 23 |
|
|
2013
Q3 | $239M | Sell |
13,699,978
-1,200,000
| -8% | -$17.4M | 4.37% | 8 |
|
|
2013
Q2 | $214M | Buy |
+14,899,978
| New | +$165M | 4.07% | 10 |
|
Other funds holding MU
VCM
VPM
Platinum Investment Management's MU Position: Q1 2026 in Review
Platinum Investment Management reduced its Micron Technology (MU) stake by 5.1% in Q1 2026, selling an estimated $495K and leaving 23,656 shares worth $7.99M. The position accounts for 2.01% of the portfolio, ranked #10.
Platinum Investment Management first reported a position in MU in Q2 2013 and has held it in 52 quarters since. The position peaked at $327M in Q4 2021. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- Platinum Investment Management held 23,656 shares of Micron Technology worth $7.99M as of Q1 2026.
- Platinum Investment Management sold 1,264 Micron Technology shares in Q1 2026, an estimated $495K.
- Micron Technology made up 2.01% of Platinum Investment Management's portfolio in Q1 2026, its #10 holding.
- Platinum Investment Management first reported a position in Micron Technology in Q2 2013 and has held it in 52 quarters since.
- Platinum Investment Management's Micron Technology position peaked at $327M in Q4 2021.
- 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.