Tairen Capital’s Micron Technology MU Stock Holding History

Tairen Capital’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	$88.3M	Buy	+261,307	New	+$102M	9.55%	1
2025 Q4	–	Sell	-121,356	Closed	-$20.3M	–	74
2025 Q3	$20.3M	Sell	121,356 -38,144	-24%	-$4.88M	2.19%	14
2025 Q2	$19.7M	Sell	159,500 -21,500	-12%	-$2.01M	2.01%	19
2025 Q1	$15.7M	Buy	+181,000	New	+$17.4M	1.04%	31
2024 Q2	–	Sell	-818,232	Closed	-$96.5M	–	38
2024 Q1	$96.5M	Buy	+818,232	New	+$74.1M	5.9%	5
2023 Q4	–	Sell	-231,910	Closed	-$15.8M	–	35
2023 Q3	$15.8M	Buy	+231,910	New	+$15.5M	2.22%	13
2021 Q2	–	Sell	-195,661	Closed	-$17.3M	–	42
2021 Q1	$17.3M	Buy	195,661 +183,661	+1,531%	+$15.6M	1.97%	15
2020 Q4	$902K	Buy	+12,000	New	+$724K	0.15%	17

Other funds holding MU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return