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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steamboat Capital Partners's MU Position: Q1 2026 in Review

Steamboat Capital Partners reduced its Micron Technology (MU) stake by 0.85% in Q1 2026, selling an estimated $110K and leaving 33,000 shares worth $11.1M. The position accounts for 2.77% of the portfolio, ranked #8.

Steamboat Capital Partners first reported a position in MU in Q2 2024 and has held it in 8 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Steamboat Capital Partners held 33,000 shares of Micron Technology worth $11.1M as of Q1 2026.
  • Steamboat Capital Partners sold 282 Micron Technology shares in Q1 2026, an estimated $110K.
  • Micron Technology made up 2.77% of Steamboat Capital Partners's portfolio in Q1 2026, its #8 holding.
  • Steamboat Capital Partners first reported a position in Micron Technology in Q2 2024 and has held it in 8 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Steamboat Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.