Stock thesis

Micron Technology Inc.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

Micron Technology makes memory and storage semiconductors including DRAM and NAND flash.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

9 tracked funds report MU in their latest available 13F, representing $1.0B of combined reported value on this page.

Counter-evidence

2 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

9 holders

Fund	Move	Read	Value	Weight
Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$120,091,309	0.65%
Coatue Management position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$56,058,129	0.19%
Duquesne Family Office position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$7,905,000	0.27%
Situational Awareness position history Q1 2026 · filed May 18, 2026 · SEC filing	NEW	new reported position	$5,865,578	0.15%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily