Rheos Capital Works’s Micron Technology MU Stock Holding History

Rheos Capital Works’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
2025 Q3	–	Sell	-169,000	Closed	-$20.8M	–	78
2025 Q2	$20.8M	Hold	169,000	–	–	1.2%	29
2025 Q1	$14.7M	Buy	169,000 +40,000	+31%	+$3.84M	1.2%	32
2024 Q4	$10.9M	Buy	129,000 +19,000	+17%	+$1.93M	0.6%	58
2024 Q3	$11.4M	Buy	+110,000	New	+$11.5M	0.6%	57
2024 Q2	–	Sell	-134,800	Closed	-$15.9M	–	111
2024 Q1	$15.9M	Sell	134,800 -151,700	-53%	-$13.7M	0.76%	36
2023 Q4	$24.4M	Hold	286,500	–	–	1.35%	16
2023 Q3	$19.5M	Sell	286,500 -47,500	-14%	-$3.18M	1.17%	25
2023 Q2	$21.1M	Buy	334,000 +250,000	+298%	+$16.1M	1.13%	33
2023 Q1	$5.07M	Sell	84,000 -187,800	-69%	-$11M	0.28%	86
2022 Q4	$13.6M	Buy	271,800 +120,800	+80%	+$6.61M	0.82%	42
2022 Q3	$7.57M	Hold	151,000	–	–	0.51%	79
2022 Q2	$8.35M	Hold	151,000	–	–	0.63%	68
2022 Q1	$11.8M	Hold	151,000	–	–	0.57%	68
2021 Q4	$14.1M	Hold	151,000	–	–	0.61%	63
2021 Q3	$10.7M	Buy	+151,000	New	+$11.3M	0.55%	65

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Rheos Capital Works's MU Position: Q3 2025 in Review

Rheos Capital Works sold out of Micron Technology (MU) in Q3 2025, closing a stake of 169,000 shares — an estimated $20.8M sold.

Rheos Capital Works first reported a position in MU in Q3 2021 and held it in 15 quarters. The position peaked at $24.4M in Q4 2023. 2,093 funds tracked by Wall St. Rank hold MU as of Q3 2025.

Rheos Capital Works reported no remaining Micron Technology position as of Q3 2025 after selling out during the quarter.
Rheos Capital Works sold 169,000 Micron Technology shares in Q3 2025, an estimated $20.8M.
Rheos Capital Works first reported a position in Micron Technology in Q3 2021 and held it in 15 quarters.
Rheos Capital Works's Micron Technology position peaked at $24.4M in Q4 2023.
2,093 funds tracked by Wall St. Rank held Micron Technology as of Q3 2025.

Based on Rheos Capital Works's 13F filing for Q3 2025, filed 22 Oct 2025.