Yong Rong (HK) Asset Management’s Micron Technology MU Stock Holding History

Yong Rong (HK) Asset 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	$45.6M	Buy	+134,900	New	+$52.8M	20.08%	2
2024 Q2	–	Sell	-298,800	Closed	-$35.2M	–	20
2024 Q1	$35.2M	Buy	+298,800	New	+$27M	9.37%	7
2023 Q3	–	Sell	-100,000	Closed	-$6.31M	–	21
2023 Q2	$6.31M	Buy	+100,000	New	+$6.43M	2.77%	8
2022 Q1	–	Sell	-130,000	Closed	-$12.1M	–	10
2021 Q4	$12.1M	Hold	130,000	–	–	9.57%	6
2021 Q3	$9.23M	Hold	130,000	–	–	6.05%	7
2021 Q2	$11M	Buy	+130,000	New	+$11M	2.75%	10
2021 Q1	–	Sell	-130,000	Closed	-$9.77M	–	23
2020 Q4	$9.77M	Buy	+130,000	New	+$7.84M	2.63%	7
2019 Q4	–	Sell	-75,000	Closed	-$3.58M	–	19
2019 Q3	$3.21M	Buy	+75,000	New	+$3.39M	3.94%	4
2019 Q2	–	Sell	-100,000	Closed	-$3.81M	–	29
2019 Q1	$4.13M	Buy	+100,000	New	+$3.86M	1.27%	12
2018 Q4	–	Sell	-102,500	Closed	-$3.89M	–	24
2018 Q3	$4.64M	Buy	102,500 +52,500	+105%	+$2.65M	1.74%	10
2018 Q2	$2.62M	Sell	50,000 -2,000	-4%	-$108K	1.22%	10
2018 Q1	$2.71M	Buy	+52,000	New	+$2.49M	2%	8

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

Yong Rong (HK) Asset Management's MU Position: Q1 2026 in Review

Yong Rong (HK) Asset Management opened a new position in Micron Technology (MU) in Q1 2026: 134,900 shares worth $45.6M. The stake represents 20.08% of the portfolio and ranks #2 among its holdings. This is a return to the name: Yong Rong (HK) Asset Management previously reported a position in MU as recently as Q1 2024.

Yong Rong (HK) Asset Management first reported a position in MU in Q1 2018 and has held it in 12 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Yong Rong (HK) Asset Management held 134,900 shares of Micron Technology worth $45.6M as of Q1 2026.
Micron Technology was a new Yong Rong (HK) Asset Management position in Q1 2026.
Micron Technology made up 20.08% of Yong Rong (HK) Asset Management's portfolio in Q1 2026, its #2 holding.
Yong Rong (HK) Asset Management first reported a position in Micron Technology in Q1 2018 and has held it in 12 quarters since.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Yong Rong (HK) Asset Management's 13F filing for Q1 2026, filed 5 May 2026.