Thayer Partners’s Micron Technology MU Stock Holding History

Thayer Partners’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	$297K	Buy	+257	New	+$193K	0.12%	86

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

Thayer Partners's MU Position: Q2 2026 in Review

Thayer Partners opened a new position in Micron Technology (MU) in Q2 2026: 257 shares worth $297K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings.

3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Thayer Partners held 257 shares of Micron Technology worth $297K as of Q2 2026.
Micron Technology was a new Thayer Partners position in Q2 2026.
Micron Technology made up 0.12% of Thayer Partners's portfolio in Q2 2026, its #86 holding.
3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.