Taikang Asset Management (HK)’s Micron Technology MU Stock Holding History

Taikang Asset Management (HK)’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	$67.6M	Sell	58,606 -11,544	-16%	-$8.66M	6.16%	1
2026 Q1	$23.7M	Buy	70,150 +42,821	+157%	+$16.8M	2.36%	12
2025 Q4	$7.8M	Buy	+27,329	New	+$6.27M	0.77%	41
2024 Q3	–	Sell	-206,434	Closed	-$27.2M	–	116
2024 Q2	$27.2M	Buy	206,434 +162,513	+370%	+$20.5M	4.22%	7
2024 Q1	$5.18M	Buy	+43,921	New	+$3.98M	1.09%	25

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Taikang Asset Management (HK)'s MU Position: Q2 2026 in Review

Taikang Asset Management (HK) reduced its Micron Technology (MU) stake by 16% in Q2 2026, selling an estimated $8.66M and leaving 58,606 shares worth $67.6M. The position accounts for 6.16% of the portfolio, ranked #1.

Taikang Asset Management (HK) first reported a position in MU in Q1 2024 and has held it in 5 quarters since. 3,908 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Taikang Asset Management (HK) held 58,606 shares of Micron Technology worth $67.6M as of Q2 2026.
Taikang Asset Management (HK) sold 11,544 Micron Technology shares in Q2 2026, an estimated $8.66M.
Micron Technology made up 6.16% of Taikang Asset Management (HK)'s portfolio in Q2 2026, its #1 holding.
Taikang Asset Management (HK) first reported a position in Micron Technology in Q1 2024 and has held it in 5 quarters since.
3,908 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.