Sassicaia Capital Advisers’s Micron Technology MU Stock Holding History

Sassicaia Capital Advisers’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	$11.4M	Buy	33,790 +31,290	+1,252%	+$12.3M	12.86%	3
2025 Q4	$714K	Buy	+2,500	New	+$574K	1.56%	17
2021 Q3	–	Sell	-6,500	Closed	-$552K	–	58
2021 Q2	$552K	Buy	+6,500	New	+$549K	0.58%	23
2021 Q1	–	Sell	-80,365	Closed	-$6.04M	–	77
2020 Q4	$6.04M	Buy	+80,365	New	+$4.85M	12.53%	3

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

Sassicaia Capital Advisers's MU Position: Q1 2026 in Review

Sassicaia Capital Advisers increased its Micron Technology (MU) stake by 1,252% in Q1 2026, buying an estimated $12.3M and bringing the position to 33,790 shares worth $11.4M. The position accounts for 12.86% of the portfolio, ranked #3.

Sassicaia Capital Advisers first reported a position in MU in Q4 2020 and has held it in 4 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Sassicaia Capital Advisers held 33,790 shares of Micron Technology worth $11.4M as of Q1 2026.
Sassicaia Capital Advisers bought 31,290 Micron Technology shares in Q1 2026, an estimated $12.3M.
Micron Technology made up 12.86% of Sassicaia Capital Advisers's portfolio in Q1 2026, its #3 holding.
Sassicaia Capital Advisers first reported a position in Micron Technology in Q4 2020 and has held it in 4 quarters since.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Sassicaia Capital Advisers's 13F filing for Q1 2026, filed 13 May 2026.