Sycomore Asset Management’s Micron Technology MU Stock Holding History

Sycomore 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 Q2	$140M	Hold	155,733	–	–	14.98%	1
2026 Q1	$17.1M	Hold	155,733	–	–	2.38%	14
2025 Q4	$17.1M	Hold	155,733	–	–	2.83%	10
2025 Q3	$17.1M	Hold	155,733	–	–	2.85%	12
2025 Q2	$17.1M	Hold	155,733	–	–	2.66%	12
2025 Q1	$17.1M	Hold	155,733	–	–	2.43%	13
2024 Q4	$17.1M	Buy	155,733 +20,066	+15%	+$2.04M	2.44%	12
2024 Q3	$14.9M	Buy	135,667 +80,758	+147%	+$8.45M	2.47%	10
2024 Q2	$7.82M	Sell	54,909 -91,718	-63%	-$11.6M	1.37%	27
2024 Q1	$14.3M	Buy	146,627 +49,845	+52%	+$4.51M	3.13%	6
2023 Q4	$8.39M	Buy	96,782 +22,300	+30%	+$1.66M	1.8%	15
2023 Q3	$5.13M	Buy	+74,482	New	+$4.99M	1.31%	28
2022 Q1	–	Sell	-53,000	Closed	-$5.1M	–	123
2021 Q4	$5.1M	Buy	+53,000	New	+$4.14M	0.79%	41
2021 Q2	–	Sell	-48,341	Closed	-$4.19M	–	112
2021 Q1	$4.19M	Sell	48,341 -14,000	-22%	-$1.19M	0.81%	53
2020 Q4	$4.69M	Buy	62,341 +11,497	+23%	+$693K	0.98%	39
2020 Q3	$2.44M	Buy	+50,844	New	+$2.46M	0.71%	36

Other funds holding MU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FRIHG

Fund Resources Investment Holding Group Hong Kong $817M AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sycomore Asset Management's MU Position: Q2 2026 in Review

Sycomore Asset Management held its Micron Technology (MU) position steady in Q2 2026 at 155,733 shares worth $140M. The position accounts for 14.98% of the portfolio, ranked #1.

Sycomore Asset Management first reported a position in MU in Q3 2020 and has held it in 16 quarters since. 1,484 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Sycomore Asset Management held 155,733 shares of Micron Technology worth $140M as of Q2 2026.
Sycomore Asset Management left its Micron Technology share count unchanged in Q2 2026.
Micron Technology made up 14.98% of Sycomore Asset Management's portfolio in Q2 2026, its #1 holding.
Sycomore Asset Management first reported a position in Micron Technology in Q3 2020 and has held it in 16 quarters since.
1,484 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.