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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thames Capital Management's MU Position: Q1 2026 in Review

Thames Capital Management reduced its Micron Technology (MU) stake by 31% in Q1 2026, selling an estimated $8.86M and leaving 50,227 shares worth $17M. The position accounts for 3.04% of the portfolio, ranked #12.

Thames Capital Management first reported a position in MU in Q4 2019 and has held it in 11 quarters since. The position peaked at $20.8M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Thames Capital Management held 50,227 shares of Micron Technology worth $17M as of Q1 2026.
Thames Capital Management sold 22,625 Micron Technology shares in Q1 2026, an estimated $8.86M.
Micron Technology made up 3.04% of Thames Capital Management's portfolio in Q1 2026, its #12 holding.
Thames Capital Management first reported a position in Micron Technology in Q4 2019 and has held it in 11 quarters since.
Thames Capital Management's Micron Technology position peaked at $20.8M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.