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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
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
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

Taikang Asset Management (HK)'s MU Position: Q1 2026 in Review

Taikang Asset Management (HK) increased its Micron Technology (MU) stake by 157% in Q1 2026, buying an estimated $16.8M and bringing the position to 70,150 shares worth $23.7M. The position accounts for 2.36% of the portfolio, ranked #12.

Taikang Asset Management (HK) first reported a position in MU in Q1 2024 and has held it in 4 quarters since. The position peaked at $27.2M in Q2 2024. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Taikang Asset Management (HK) held 70,150 shares of Micron Technology worth $23.7M as of Q1 2026.
  • Taikang Asset Management (HK) bought 42,821 Micron Technology shares in Q1 2026, an estimated $16.8M.
  • Micron Technology made up 2.36% of Taikang Asset Management (HK)'s portfolio in Q1 2026, its #12 holding.
  • Taikang Asset Management (HK) first reported a position in Micron Technology in Q1 2024 and has held it in 4 quarters since.
  • Taikang Asset Management (HK)'s Micron Technology position peaked at $27.2M in Q2 2024.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.