PCH
MU icon

Polar Capital Holdings’s Micron Technology MU Stock Holding History

Polar Capital Holdings’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 		$1.41B Buy
1,220,456
+194,121
+19% +$146M 3.33% 6
2026
Q1 		$347M Sell
1,026,335
-71,702
-7% -$28.1M 1.23% 19
2025
Q4 		$313M Sell
1,098,037
-717,490
-40% -$165M 1.21% 20
2025
Q3 		$304M Buy
1,815,527
+63,910
+4% +$8.18M 1.46% 13
2025
Q2 		$216M Buy
1,751,617
+202,876
+13% +$19M 1.13% 19
2025
Q1 		$135M Buy
1,548,741
+211,144
+16% +$20.3M 0.82% 32
2024
Q4 		$113M Sell
1,337,597
-588,276
-31% -$59.8M 0.63% 45
2024
Q3 		$200M Sell
1,925,873
-754,012
-28% -$78.9M 0.95% 22
2024
Q2 		$352M Buy
2,679,885
+399,005
+17% +$50.3M 2.08% 7
2024
Q1 		$269M Buy
2,280,880
+335,914
+17% +$30.4M 1.41% 11
2023
Q4 		$166M Buy
1,944,966
+1,822,675
+1,490% +$135M 1.02% 18
2023
Q3 		$8.32M Buy
122,291
+13,733
+13% +$920K 0.06% 198
2023
Q2 		$6.85M Hold
108,558
– – 0.03% 215
2023
Q1 		$6.55M Sell
108,558
-59,781
-36% -$3.5M 0.04% 219
2022
Q4 		$8.41M Sell
168,339
-712,340
-81% -$39M 0.07% 205
2022
Q3 		$44.1M Sell
880,679
-768,983
-47% -$44.6M 0.28% 82
2022
Q2 		$91.2M Sell
1,649,662
-518,066
-24% -$35.2M 0.54% 38
2022
Q1 		$169M Sell
2,167,728
-404,029
-16% -$34.4M 0.76% 17
2021
Q4 		$240M Buy
2,571,757
+515,267
+25% +$40.2M 0.9% 18
2021
Q3 		$146M Buy
2,056,490
+95,760
+5% +$7.19M 0.6% 30
2021
Q2 		$167M Sell
1,960,730
-2,871
-0.1% -$242K 0.72% 25
2021
Q1 		$173M Buy
+1,963,601
New +$167M 1.07% 19

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

Polar Capital Holdings's MU Position: Q2 2026 in Review

Polar Capital Holdings increased its Micron Technology (MU) stake by 19% in Q2 2026, buying an estimated $146M and bringing the position to 1,220,456 shares worth $1.41B. The position accounts for 3.33% of the portfolio, ranked #6.

Polar Capital Holdings first reported a position in MU in Q1 2021 and has held it in 22 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Polar Capital Holdings held 1,220,456 shares of Micron Technology worth $1.41B as of Q2 2026.
  • Polar Capital Holdings bought 194,121 Micron Technology shares in Q2 2026, an estimated $146M.
  • Micron Technology made up 3.33% of Polar Capital Holdings's portfolio in Q2 2026, its #6 holding.
  • Polar Capital Holdings first reported a position in Micron Technology in Q1 2021 and has held it in 22 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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