Silphium Asset Management’s Micron Technology MU Stock Holding History

Silphium Asset Management’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	$3.04M	Buy	2,635 +600	+29%	+$450K	1.03%	18
2026 Q1	$688K	Buy	+2,035	New	+$797K	0.26%	36
2019 Q4	–	Sell	-20,000	Closed	-$857K	–	80
2019 Q3	$857K	Buy	+20,000	New	+$904K	0.31%	59
2018 Q4	–	Sell	-45,000	Closed	-$2.04M	–	81
2018 Q3	$2.04M	Buy	+45,000	New	+$2.27M	0.58%	42

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

Silphium Asset Management's MU Position: Q2 2026 in Review

Silphium Asset Management increased its Micron Technology (MU) stake by 29% in Q2 2026, buying an estimated $450K and bringing the position to 2,635 shares worth $3.04M. The position accounts for 1.03% of the portfolio, ranked #18.

Silphium Asset Management first reported a position in MU in Q3 2018 and has held it in 4 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Silphium Asset Management held 2,635 shares of Micron Technology worth $3.04M as of Q2 2026.
Silphium Asset Management bought 600 Micron Technology shares in Q2 2026, an estimated $450K.
Micron Technology made up 1.03% of Silphium Asset Management's portfolio in Q2 2026, its #18 holding.
Silphium Asset Management first reported a position in Micron Technology in Q3 2018 and has held it in 4 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.