Polymer Capital Management (HK)’s Micron Technology MU Stock Holding History

Polymer Capital Management (HK)’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	$34.6M	Buy	29,958 +1,685	+6%	+$1.26M	1.75%	7
2026 Q1	$9.55M	Buy	+28,273	New	+$11.1M	0.83%	21
2025 Q2	–	Sell	-78,900	Closed	-$6.86M	–	182
2025 Q1	$6.86M	Buy	+78,900	New	+$7.58M	1.17%	29
2024 Q3	–	Sell	-18,979	Closed	-$2.5M	–	189
2024 Q2	$2.5M	Sell	18,979 -29,469	-61%	-$3.71M	0.51%	50
2024 Q1	$5.71M	Buy	48,448 +7,948	+20%	+$719K	1.44%	18
2023 Q4	$3.46M	Buy	+40,500	New	+$3.01M	1.19%	28

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Polymer Capital Management (HK)'s MU Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Micron Technology (MU) stake by 6% in Q2 2026, buying an estimated $1.26M and bringing the position to 29,958 shares worth $34.6M. The position accounts for 1.75% of the portfolio, ranked #7.

Polymer Capital Management (HK) first reported a position in MU in Q4 2023 and has held it in 6 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Polymer Capital Management (HK) held 29,958 shares of Micron Technology worth $34.6M as of Q2 2026.
Polymer Capital Management (HK) bought 1,685 Micron Technology shares in Q2 2026, an estimated $1.26M.
Micron Technology made up 1.75% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #7 holding.
Polymer Capital Management (HK) first reported a position in Micron Technology in Q4 2023 and has held it in 6 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.