Summit Partners Public Asset Management’s Micron Technology MU Stock Holding History

Summit Partners Public Asset Management’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	–	Sell	-130,100	Closed	-$37.1M	–	184
2025 Q4	$37.1M	Buy	+130,100	New	+$29.9M	0.77%	48
2024 Q4	–	Sell	-100,000	Closed	-$10.4M	–	175
2024 Q3	$10.4M	Sell	100,000 -457,006	-82%	-$47.8M	0.32%	74
2024 Q2	$73.3M	Sell	557,006 -350,614	-39%	-$44.2M	2.8%	5
2024 Q1	$107M	Buy	907,620 +849,953	+1,474%	+$76.9M	3.68%	1
2023 Q4	$4.92M	Sell	57,667 -221,585	-79%	-$16.5M	0.2%	107
2023 Q3	$19M	Sell	279,252 -341,019	-55%	-$22.8M	0.83%	45
2023 Q2	$39.1M	Buy	+620,271	New	+$39.9M	1.45%	20
2020 Q3	–	Sell	-239,378	Closed	-$12.3M	–	106
2020 Q2	$12.3M	Buy	+239,378	New	+$11.3M	0.74%	46

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Partners Public Asset Management's MU Position: Q1 2026 in Review

Summit Partners Public Asset Management sold out of Micron Technology (MU) in Q1 2026, closing a stake of 130,100 shares — an estimated $37.1M sold.

Summit Partners Public Asset Management first reported a position in MU in Q2 2020 and held it in 8 quarters. The position peaked at $107M in Q1 2024. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Summit Partners Public Asset Management reported no remaining Micron Technology position as of Q1 2026 after selling out during the quarter.
Summit Partners Public Asset Management sold 130,100 Micron Technology shares in Q1 2026, an estimated $37.1M.
Summit Partners Public Asset Management first reported a position in Micron Technology in Q2 2020 and held it in 8 quarters.
Summit Partners Public Asset Management's Micron Technology position peaked at $107M in Q1 2024.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.