Southpoint Capital Advisors’s Micron Technology MU Stock Holding History

Southpoint Capital Advisors’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 Q2	–	Sell	-300,000	Closed	-$26.1M	–	47
2025 Q1	$26.1M	Buy	+300,000	New	+$28.8M	0.62%	37
2015 Q3	–	Sell	-400,000	Closed	-$7.54M	–	37
2015 Q2	$7.54M	Sell	400,000 -350,000	-47%	-$9.33M	0.32%	30
2015 Q1	$20.3M	Buy	750,000 +350,000	+88%	+$10.5M	0.87%	28
2014 Q4	$14M	Sell	400,000 -200,000	-33%	-$6.62M	0.7%	30
2014 Q3	$20.6M	Buy	600,000 +100,000	+20%	+$3.24M	1.05%	31
2014 Q2	$16.5M	Sell	500,000 -400,000	-44%	-$10.9M	1.07%	26
2014 Q1	$21.3M	Sell	900,000 -350,000	-28%	-$8.31M	1.27%	21
2013 Q4	$27.2M	Buy	+1,250,000	New	+$24.3M	1.46%	21

Other funds holding MU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Southpoint Capital Advisors's MU Position: Q2 2025 in Review

Southpoint Capital Advisors sold out of Micron Technology (MU) in Q2 2025, closing a stake of 300,000 shares — an estimated $26.1M sold.

Southpoint Capital Advisors first reported a position in MU in Q4 2013 and held it in 8 quarters. The position peaked at $27.2M in Q4 2013. 1,863 funds tracked by Wall St. Rank hold MU as of Q2 2025.

Southpoint Capital Advisors reported no remaining Micron Technology position as of Q2 2025 after selling out during the quarter.
Southpoint Capital Advisors sold 300,000 Micron Technology shares in Q2 2025, an estimated $26.1M.
Southpoint Capital Advisors first reported a position in Micron Technology in Q4 2013 and held it in 8 quarters.
Southpoint Capital Advisors's Micron Technology position peaked at $27.2M in Q4 2013.
1,863 funds tracked by Wall St. Rank held Micron Technology as of Q2 2025.

Based on Southpoint Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.