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Slate Path Capital’s Micron Technology MU Stock Holding History

Slate Path 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
2025
Q3 		– Sell
-2,578,100
Closed -$318M – 58
2025
Q2 		$318M Buy
+2,578,100
New +$241M 5.48% 5
2024
Q2 		– Sell
-987,650
Closed -$116M – 70
2024
Q1 		$116M Sell
987,650
-776,650
-44% -$70.3M 2.31% 17
2023
Q4 		$151M Sell
1,764,300
-1,501,200
-46% -$112M 3.34% 10
2023
Q3 		$222M Buy
3,265,500
+25,600
+0.8% +$1.71M 6.19% 5
2023
Q2 		$204M Buy
+3,239,900
New +$208M 7.48% 1

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Slate Path Capital's MU Position: Q3 2025 in Review

Slate Path Capital sold out of Micron Technology (MU) in Q3 2025, closing a stake of 2,578,100 shares — an estimated $318M sold.

Slate Path Capital first reported a position in MU in Q2 2023 and held it in 5 quarters. The position peaked at $318M in Q2 2025. 2,094 funds tracked by Wall St. Rank hold MU as of Q3 2025.

  • Slate Path Capital reported no remaining Micron Technology position as of Q3 2025 after selling out during the quarter.
  • Slate Path Capital sold 2,578,100 Micron Technology shares in Q3 2025, an estimated $318M.
  • Slate Path Capital first reported a position in Micron Technology in Q2 2023 and held it in 5 quarters.
  • Slate Path Capital's Micron Technology position peaked at $318M in Q2 2025.
  • 2,094 funds tracked by Wall St. Rank held Micron Technology as of Q3 2025.

Based on Slate Path Capital's 13F filing for Q3 2025, filed 14 Nov 2025.