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	0.63%	37
2015 Q3	–	Sell	-400,000	Closed	-$7.54M	–	38
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	0.88%	28
2014 Q4	$14M	Sell	400,000 -200,000	-33%	-$6.62M	0.71%	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	1.08%	26
2014 Q1	$21.3M	Sell	900,000 -350,000	-28%	-$8.31M	1.28%	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 $5.7T 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 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 $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return