MU
Micron Technology Inc
4 super-investors hold MU worth a combined $2.12B. The largest position: David Tepper at 9.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 54 — ranked #30 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own MU
David Tepper dominates the cohort's MU exposure, holding $563M at 9.5% of his portfolio — the highest concentration among the four owners and the clearest signal of conviction. Stanley Druckenmiller opened a new position this quarter, the only move in an otherwise static quarter, though his $8M stake is a minor allocation at 0.3% of his book. Cohort ownership has been notably volatile over the past eight quarters, oscillating between one and three holders, suggesting episodic rather than durable institutional interest from this group. Greenblatt holds a large dollar position ($1.6B) but at just 1.1% concentration, reflecting portfolio scale more than targeted conviction. Net direction this quarter is modestly positive — one addition, no exits.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 1.1% | 40q | $1.55B | 4,596,372 |
| 2 | David Tepper | 9.5% | 35q | $563M | 1,665,000 |
| 3 | Stanley Druckenmiller | 0.3% | 9q | $8M | 23,400 |
| 4 | Mairs & Power Funds | <0.1% | — 1q | $234K | 693 |
Owners of MU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.3% | +100% | $8M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 595112103. Not investment advice.