Thoma Capital Management’s Micron Technology MU Stock Holding History

Thoma 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	$260K	Buy	+225	New	+$169K	0.14%	48

Other funds holding MU

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

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

Thoma Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 225 shares worth $260K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

1,230 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Thoma Capital Management held 225 shares of Micron Technology worth $260K as of Q2 2026.
Micron Technology was a new Thoma Capital Management position in Q2 2026.
Micron Technology made up 0.14% of Thoma Capital Management's portfolio in Q2 2026, its #48 holding.
1,230 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.