Riposte Capital’s Micron Technology MU Stock Holding History

Riposte Capital’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	$13.5M	Sell	40,000 -5,000	-11%	-$1.96M	3.44%	8
2025 Q4	$12.8M	Buy	+45,000	New	+$10.3M	2.78%	8

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Riposte Capital's MU Position: Q1 2026 in Review

Riposte Capital reduced its Micron Technology (MU) stake by 11% in Q1 2026, selling an estimated $1.96M and leaving 40,000 shares worth $13.5M. The position accounts for 3.44% of the portfolio, ranked #8.

Riposte Capital first reported a position in MU in Q4 2025 and has held it in 2 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Riposte Capital held 40,000 shares of Micron Technology worth $13.5M as of Q1 2026.
Riposte Capital sold 5,000 Micron Technology shares in Q1 2026, an estimated $1.96M.
Micron Technology made up 3.44% of Riposte Capital's portfolio in Q1 2026, its #8 holding.
Riposte Capital first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Riposte Capital's 13F filing for Q1 2026, filed 15 May 2026.