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 Q2	$36.7M	Sell	31,805 -229,502	-88%	-$172M	3.24%	12
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 $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

Tairen Capital's MU Position: Q2 2026 in Review

Tairen Capital reduced its Micron Technology (MU) stake by 88% in Q2 2026, selling an estimated $172M and leaving 31,805 shares worth $36.7M. The position accounts for 3.24% of the portfolio, ranked #12.

Tairen Capital first reported a position in MU in Q4 2020 and has held it in 9 quarters since. The position peaked at $96.5M in Q1 2024. 3,893 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Tairen Capital held 31,805 shares of Micron Technology worth $36.7M as of Q2 2026.
Tairen Capital sold 229,502 Micron Technology shares in Q2 2026, an estimated $172M.
Micron Technology made up 3.24% of Tairen Capital's portfolio in Q2 2026, its #12 holding.
Tairen Capital first reported a position in Micron Technology in Q4 2020 and has held it in 9 quarters since.
Tairen Capital's Micron Technology position peaked at $96.5M in Q1 2024.
3,893 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.