MU

Micron Technology Inc

5 super-investor ownerscombined $1.82Blargest position 15.1%

1 TRIM1 EXIT

5 of the 83 super-investors we track hold MU, worth a combined $1.82B per their latest 13F filings. The largest position: David Tepper at 15.1% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 45 of 100 (how strongly the cohort backs it) — ranked #69 of 742 stocks. The stock is up 39.9x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.

Held through it: Mohnish Pabrai (18q straight), Li Lu (14q straight), David Tepper (23q straight) and 10 more. All multibaggers the cohort held →

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Why super-investors own MU

MU is held by 5 super-investors in our cohort, with a combined position value of $1.8B. The highest-conviction owner is David Tepper at 15.1% of their portfolio. Cohort ownership has grown from 3 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 11

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	David Tepper	15.1%	36q	$1.13B	975,000
2	Joel Greenblatt	0.4%	40q	$693M	600,523
3	Lee Ainslie	<0.1%	27q	$2M	1,673
4	Mairs & Power Funds	<0.1%	2q	$473K	410
5	Bill Nygren	0.0%	2q	$208K	180

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Owners of MU also hold

AMZN

Amazon.com Inc

5 shared owners · CCS 73

GOOG

Alphabet Inc-cl C

5 shared owners · CCS 67

Congress is trading MU

Congress tracker →

49 disclosed trades by 23 members of Congress25 buys · 24 sells

Sheldon Whitehousebought$1,001 - $15,000 · 2026-06-25
Michael Rullibought$1,001 - $15,000 · 2026-06-25
Gilbert Cisnerossold$1,001 - $15,000 · 2026-06-05
Josh Gottheimerbought$1,001 - $15,000 · 2026-05-21
Gilbert Cisnerossold$1,001 - $15,000 · 2026-05-15
John Fettermanbought$1,001 - $15,000 · 2026-03-30

STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →

Recent activity (2)

Manager	Move	% Port.	Δ Shares	Value	Filed
David Tepper	TRIM	15.1%	-41%	$1.13B	Aug 14, 2026
Stanley Druckenmiller	EXIT	0.3%	-100%	$0	Aug 14, 2026

Long US equity 13F-HR filings only. CUSIP 595112103. Not investment advice.