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Varenne Capital Partners’s Micron Technology MU Stock Holding History

Varenne Capital 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
Q1 		$8.02M Buy
+3,600
New +$1.41M 1.94% 14
2025
Q3 		– Sell
-18,467
Closed -$9.88M – 30
2025
Q2 		$9.88M Sell
18,467
-61,998
-77% -$5.79M 1.71% 17
2025
Q1 		$2.98M Buy
80,465
+69,025
+603% +$6.63M 1.07% 16
2024
Q4 		$641K Buy
11,440
+735
+7% +$74.8K 0.19% 16
2024
Q3 		$3.52M Buy
+10,705
New +$1.12M 0.67% 12

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Varenne Capital Partners's MU Position: Q1 2026 in Review

Varenne Capital Partners reduced its Micron Technology (MU) stake by 23% in Q1 2026, selling an estimated $1.44M and leaving 12,179 shares worth $4.13M. The position accounts for 1% of the portfolio, ranked #18.

Varenne Capital Partners first reported a position in MU in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.52M in Q4 2025. 2,993 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Varenne Capital Partners held 12,179 shares of Micron Technology worth $4.13M as of Q1 2026.
  • Varenne Capital Partners sold 3,668 Micron Technology shares in Q1 2026, an estimated $1.44M.
  • Micron Technology made up 1% of Varenne Capital Partners's portfolio in Q1 2026, its #18 holding.
  • Varenne Capital Partners first reported a position in Micron Technology in Q3 2025 and has held it in 3 quarters since.
  • Varenne Capital Partners's Micron Technology position peaked at $4.52M in Q4 2025.
  • 2,993 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Varenne Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.