SCP
MU icon

Steamboat Capital Partners’s Micron Technology MU Stock Holding History

Steamboat Capital Partners’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 		$19.4M Sell
16,806
-16,194
-49% -$12.1M 4.15% 4
2026
Q1 		$11.1M Sell
33,000
-282
-0.8% -$110K 2.77% 8
2025
Q4 		$9.5M Buy
33,282
+37
+0.1% +$8.49K 2.61% 14
2025
Q3 		$5.56M Buy
33,245
+13,876
+72% +$1.78M 1.45% 30
2025
Q2 		$2.39M Sell
19,369
-307
-2% -$28.7K 0.68% 46
2025
Q1 		$1.71M Sell
19,676
-326
-2% -$31.3K 0.52% 44
2024
Q4 		$1.68M Sell
20,002
-28,521
-59% -$2.9M 0.52% 38
2024
Q3 		$5.03M Sell
48,523
-1,477
-3% -$154K 1.59% 21
2024
Q2 		$6.58M Buy
+50,000
New +$6.3M 2.41% 18

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Steamboat Capital Partners's MU Position: Q2 2026 in Review

Steamboat Capital Partners reduced its Micron Technology (MU) stake by 49% in Q2 2026, selling an estimated $12.1M and leaving 16,806 shares worth $19.4M. The position accounts for 4.15% of the portfolio, ranked #4.

Steamboat Capital Partners first reported a position in MU in Q2 2024 and has held it in 9 quarters since. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Steamboat Capital Partners held 16,806 shares of Micron Technology worth $19.4M as of Q2 2026.
  • Steamboat Capital Partners sold 16,194 Micron Technology shares in Q2 2026, an estimated $12.1M.
  • Micron Technology made up 4.15% of Steamboat Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Steamboat Capital Partners first reported a position in Micron Technology in Q2 2024 and has held it in 9 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.