David Tepper - Appaloosa
Holding/activity history for Micron Technology Inc. (MU)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,665,000 | 9.48 | Add 11.00% | 0.94 | $337.84 | $562,503,600 | SEC |
| 2025 Q4 | 1,500,000 | 6.25 | Add 200.00% | 4.17 | $285.41 | $428,115,000 | SEC |
| 2025 Q3 | 500,000 | 1.13 | Reduce 39.39% | 0.62 | $167.32 | $83,660,000 | SEC |
| 2025 Q2 | 825,000 | 1.58 | Add 106.25% | 0.81 | $123.25 | $101,681,250 | SEC |
| 2025 Q1 | 400,000 | 0.62 | Reduce 66.67% | 1.04 | $86.89 | $34,756,000 | SEC |
| 2024 Q4 | 1,200,000 | 1.56 | Add 14.29% | 0.20 | $84.16 | $100,992,000 | SEC |
| 2024 Q3 | 1,050,000 | 1.62 | Reduce 10.64% | 0.27 | $103.71 | $108,895,500 | SEC |
| 2024 Q2 | 1,175,000 | 2.50 | Reduce 3.29% | 0.07 | $131.53 | $154,547,750 | SEC |
| 2024 Q1 | 1,215,000 | 2.14 | $117.89 | $143,236,350 | SEC | ||
| 2023 Q4 | 1,215,000 | 1.83 | Reduce 13.21% | 0.25 | $85.34 | $103,688,100 | SEC |
| 2023 Q3 | 1,400,000 | 1.88 | $68.03 | $95,242,000 | SEC | ||
| 2023 Q2 | 1,400,000 | 1.64 | Buy | 1.64 | $63.11 | $88,354,000 | SEC |
| 2022 Q3 | 0 | 0.00 | Sell 100.00% | 2.00 | SEC | ||
| 2022 Q2 | 575,000 | 2.00 | Reduce 72.62% | 4.77 | $55.28 | $31,786,000 | SEC |
| 2022 Q1 | 2,100,000 | 6.57 | Reduce 23.64% | 1.56 | $77.89 | $163,569,000 | SEC |
| 2021 Q4 | 2,750,000 | 6.60 | $93.15 | $256,163,000 | SEC | ||
| 2021 Q3 | 2,750,000 | 4.67 | Reduce 51.35% | 5.14 | $70.98 | $195,195,000 | SEC |
| 2021 Q2 | 5,652,691 | 10.00 | Reduce 22.30% | 2.06 | $84.98 | $480,366,000 | SEC |
| 2021 Q1 | 7,275,000 | 9.23 | Reduce 9.06% | 0.82 | $88.21 | $641,728,000 | SEC |
| 2020 Q4 | 8,000,000 | 9.01 | Reduce 34.69% | 3.53 | $75.18 | $601,440,000 | SEC |
| 2020 Q3 | 12,250,000 | 10.18 | Add 31.02% | 2.41 | $46.96 | $575,260,000 | SEC |
| 2020 Q2 | 9,350,000 | 8.37 | Add 5.53% | 0.44 | $51.52 | $481,712,000 | SEC |
| 2020 Q1 | 8,860,000 | 11.41 | Add 9.38% | 0.98 | $42.06 | $372,652,000 | SEC |
| 2019 Q4 | 8,100,000 | 11.06 | Add 35.00% | 2.87 | $53.78 | $435,618,000 | SEC |
| 2019 Q3 | 6,000,000 | 7.61 | Add 566.67% | 6.47 | $42.85 | $257,100,000 | SEC |
| 2019 Q2 | 900,000 | 1.48 | Reduce 95.32% | 22.32 | $38.59 | $34,731,000 | SEC |
| 2019 Q1 | 19,250,000 | 23.41 | Add 20.31% | 3.95 | $41.33 | $795,603,000 | SEC |
| 2018 Q4 | 16,000,000 | 25.52 | Reduce 55.56% | 16.21 | $31.73 | $507,680,000 | SEC |
| 2018 Q3 | 36,000,000 | 29.18 | Reduce 11.17% | 2.77 | $45.23 | $1,628,280,000 | SEC |
| 2018 Q2 | 40,527,800 | 24.81 | Add 14.47% | 3.14 | $52.44 | $2,125,278,000 | SEC |
| 2018 Q1 | 35,405,000 | 19.25 | Add 28.75% | 4.30 | $52.14 | $1,846,017,000 | SEC |
| 2017 Q4 | 27,500,000 | 10.91 | Add 61.25% | 4.14 | $41.12 | $1,130,800,000 | SEC |
| 2017 Q3 | 17,053,999 | 9.81 | Add 32.20% | 2.39 | $39.33 | $670,734,000 | SEC |
| 2017 Q2 | 12,900,000 | 5.77 | Add 92.83% | 2.78 | $29.86 | $385,194,000 | SEC |
| 2017 Q1 | 6,690,000 | 3.42 | Add 105.85% | 1.76 | $28.90 | $193,341,000 | SEC |
| 2016 Q4 | 3,250,000 | 1.32 | Buy | 1.32 | $21.92 | $71,240,000 | SEC |