Thames Capital Management’s Micron Technology MU Stock Holding History

Thames Capital 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	$52.4M	Sell	45,388 -4,839	-10%	-$3.63M	4.31%	3
2026 Q1	$17M	Sell	50,227 -22,625	-31%	-$8.86M	3.04%	12
2025 Q4	$20.8M	Buy	+72,852	New	+$16.7M	3.02%	12
2025 Q3	–	Sell	-92,276	Closed	-$11.4M	–	64
2025 Q2	$11.4M	Buy	+92,276	New	+$8.62M	2.58%	18
2024 Q2	–	Sell	-62,038	Closed	-$7.31M	–	26
2024 Q1	$7.31M	Buy	+62,038	New	+$5.62M	3.04%	18
2023 Q1	–	Sell	-89,389	Closed	-$4.47M	–	23
2022 Q4	$4.47M	Buy	+89,389	New	+$4.89M	2.12%	17
2022 Q2	–	Sell	-39,187	Closed	-$3.05M	–	43
2022 Q1	$3.05M	Buy	+39,187	New	+$3.34M	0.64%	39
2021 Q2	–	Sell	-112,682	Closed	-$9.94M	–	57
2021 Q1	$9.94M	Buy	112,682 +65,345	+138%	+$5.54M	2.29%	18
2020 Q4	$3.56M	Buy	+47,337	New	+$2.85M	1%	39
2020 Q3	–	Sell	-134,883	Closed	-$6.95M	–	55
2020 Q2	$6.95M	Buy	134,883 +128,614	+2,052%	+$6.06M	2.73%	12
2020 Q1	$264K	Sell	6,269 -98,841	-94%	-$5.14M	0.21%	27
2019 Q4	$5.65M	Buy	+105,110	New	+$5.02M	1.87%	26

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

Thames Capital Management's MU Position: Q2 2026 in Review

Thames Capital Management reduced its Micron Technology (MU) stake by 9.6% in Q2 2026, selling an estimated $3.63M and leaving 45,388 shares worth $52.4M. The position accounts for 4.31% of the portfolio, ranked #3.

Thames Capital Management first reported a position in MU in Q4 2019 and has held it in 12 quarters since. 3,893 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Thames Capital Management held 45,388 shares of Micron Technology worth $52.4M as of Q2 2026.
Thames Capital Management sold 4,839 Micron Technology shares in Q2 2026, an estimated $3.63M.
Micron Technology made up 4.31% of Thames Capital Management's portfolio in Q2 2026, its #3 holding.
Thames Capital Management first reported a position in Micron Technology in Q4 2019 and has held it in 12 quarters since.
3,893 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.