Micron Technology Inc. (MU)

Sector:Information Technology
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.123%
Hold Price * :$103.71
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Prem Watsa - Fairfax Financial Holdings Add 99.50% 39,900 0.37
David Tepper - Appaloosa Management Reduce 10.64% 125,000 0.19
Lee Ainslie - Maverick Capital Reduce 93.65% 598,107 1.18
Daniel Loeb - Third Point Sell 100.00% 275,000 0.42
Yacktman Asset Management Sell 100.00% 30,000 0.04
Q2  2024
Lee Ainslie - Maverick Capital Add 3471.01% 620,755 1.55
Daniel Loeb - Third Point Buy 275,000 0.42
David Tepper - Appaloosa Management Reduce 3.29% 40,000 0.09
Yacktman Asset Management Reduce 87.50% 210,000 0.28
Prem Watsa - Fairfax Financial Holdings Reduce 94.23% 655,000 7.35
Q1  2024
Lee Ainslie - Maverick Capital Reduce 21.93% 5,025 0.01
Yacktman Asset Management Reduce 39.33% 155,600 0.16
Prem Watsa - Fairfax Financial Holdings Reduce 82.23% 3,216,549 30.87
Harry Burn - Sound Shore Sell 100.00% 1,096,241 3.24
Q4  2023
Yacktman Asset Management Reduce 1.21% 4,845 0.00
Harry Burn - Sound Shore Reduce 2.11% 23,622 0.07
Lee Ainslie - Maverick Capital Reduce 8.38% 2,096 0.00
David Tepper - Appaloosa Management Reduce 13.21% 185,000 0.28
Q3  2023
Harry Burn - Sound Shore Add 36.38% 298,703 0.78
Prem Watsa - Fairfax Financial Holdings Add 0.64% 25,000 0.11
Lee Ainslie - Maverick Capital Reduce 25.91% 8,744 0.01
Yacktman Asset Management Reduce 39.98% 266,726 0.18
Daniel Loeb - Third Point Sell 100.00% 1,550,000 1.43
Viking Global Investors Sell 100.00% 4,424,339 1.15
Q2  2023
Lee Ainslie - Maverick Capital Add 164.49% 20,989 0.03
Viking Global Investors Add 54.88% 1,567,740 0.41
Daniel Loeb - Third Point Add 29.17% 350,000 0.32
Yacktman Asset Management Add 4.26% 27,268 0.02
Prem Watsa - Fairfax Financial Holdings Add 1.22% 46,800 0.19
David Tepper - Appaloosa Management Buy 1,400,000 1.64
Harry Burn - Sound Shore Reduce 4.25% 36,477 0.08
Mohnish Pabrai - Pabrai Investments Sell 100.00% 1,592,134 79.22
Li Lu - Himalaya Capital Management Sell 100.00% 6,826,079 20.20
Ruane Cunniff - Sequoia Fund Sell 100.00% 1,683,406 3.44
Meridian Contrarian Fund Sell 100.00% 49,000 0.54
Q1  2023
Harry Burn - Sound Shore Add 132.12% 488,162 1.11
Lee Ainslie - Maverick Capital Add 61.95% 4,881 0.01
Prem Watsa - Fairfax Financial Holdings Add 10.91% 377,800 1.62
Daniel Loeb - Third Point Buy 1,200,000 1.18
Yacktman Asset Management Reduce 8.90% 62,551 0.04
Mohnish Pabrai - Pabrai Investments Reduce 14.44% 268,678 13.37
Li Lu - Himalaya Capital Management Reduce 40.52% 4,650,444 13.76
Viking Global Investors Reduce 65.82% 5,502,109 1.56
Meridian Contrarian Fund Reduce 71.51% 123,000 1.36
Seth Klarman - Baupost Group Sell 100.00% 3,285,974 2.79
Q4  2022
Viking Global Investors Add 54.39% 2,944,793 0.74
Lee Ainslie - Maverick Capital Add 31.73% 1,898 0.00
Harry Burn - Sound Shore Add 5.23% 18,370 0.11
Mohnish Pabrai - Pabrai Investments Add 2.03% 37,000 1.53
Yacktman Asset Management Add 1.04% 7,246 0.00
Meridian Contrarian Fund Reduce 5.49% 10,000 0.09
Q3  2022
Prem Watsa - Fairfax Financial Holdings Add 399.29% 2,768,649 3.91
Viking Global Investors Add 268.14% 3,943,315 0.92
Seth Klarman - Baupost Group Add 20.10% 550,000 0.49
Yacktman Asset Management Add 1.40% 9,602 0.01
Harry Burn - Sound Shore Buy 351,105 2.05
Lee Ainslie - Maverick Capital Buy 5,981 0.01
Ruane Cunniff - Sequoia Fund Reduce 36.55% 969,833 1.72
David Tepper - Appaloosa Management Sell 100.00% 575,000 2.00
Q2  2022
Meridian Contrarian Fund Add 2.82% 5,000 0.05
Yacktman Asset Management Add 0.47% 3,231 0.00
Prem Watsa - Fairfax Financial Holdings Add 0.46% 3,200 0.01
Viking Global Investors Buy 1,470,600 0.37
Seth Klarman - Baupost Group Reduce 12.05% 375,000 0.32
David Tepper - Appaloosa Management Reduce 72.62% 1,525,000 5.30
Q1  2022
Yacktman Asset Management Reduce 0.46% 3,128 0.00
Seth Klarman - Baupost Group Reduce 4.29% 139,442 0.12
David Tepper - Appaloosa Management Reduce 23.64% 650,000 2.03
Q4  2021
Meridian Contrarian Fund Add 31.11% 42,000 0.57
Mohnish Pabrai - Pabrai Investments Add 15.49% 244,662 10.52
Yacktman Asset Management Reduce 0.21% 1,434 0.00
Ruane Cunniff - Sequoia Fund Reduce 7.55% 216,601 0.42
Seth Klarman - Baupost Group Reduce 54.62% 3,913,000 3.68
Lee Ainslie - Maverick Capital Sell 100.00% 85,946 0.07
Q3  2021
Lee Ainslie - Maverick Capital Add 206.83% 57,935 0.05
Mohnish Pabrai - Pabrai Investments Add 1.75% 27,150 1.01
Yacktman Asset Management Add 0.18% 1,224 0.00
Meridian Contrarian Fund Reduce 6.90% 10,000 0.10
David Tepper - Appaloosa Management Reduce 51.35% 2,902,691 4.91
Q2  2021
Ruane Cunniff - Sequoia Fund Add 54.21% 1,008,883 1.79
Seth Klarman - Baupost Group Add 32.08% 1,740,000 1.20
Meridian Contrarian Fund Add 3.57% 5,000 0.06
Prem Watsa - Fairfax Financial Holdings Add 0.76% 5,200 0.01
Yacktman Asset Management Reduce 2.46% 17,278 0.01
David Tepper - Appaloosa Management Reduce 22.30% 1,622,309 2.85
Lee Ainslie - Maverick Capital Reduce 27.05% 10,386 0.01
Q1  2021
Seth Klarman - Baupost Group Add 3.86% 201,416 0.14
Ruane Cunniff - Sequoia Fund Buy 1,860,957 3.56
Yacktman Asset Management Reduce 0.78% 5,496 0.01
Prem Watsa - Fairfax Financial Holdings Reduce 2.14% 15,000 0.05
David Tepper - Appaloosa Management Reduce 9.06% 725,000 0.92
Meridian Contrarian Fund Reduce 14.63% 24,000 0.31
Mohnish Pabrai - Pabrai Investments Reduce 14.74% 268,322 9.03
Lee Ainslie - Maverick Capital Reduce 36.81% 22,369 0.02
Viking Global Investors Sell 100.00% 2,752,100 0.57
Q4  2020
Guy Spier - Aquamarine Capital Add 66.67% 80,000 3.51
Lee Ainslie - Maverick Capital Add 52.23% 20,848 0.02
Yacktman Asset Management Add 2.32% 16,068 0.01
Viking Global Investors Reduce 11.65% 363,064 0.08
Meridian Contrarian Fund Reduce 25.11% 55,000 0.69

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.