MU
Micron Technology, Inc. · Technology · Semiconductors
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +5.5% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 195 | +8 | 723.87M | $831.04B | +10 | −1 |
| Q1 2026 | 189 | +4 | 717.19M | $241.83B | +7 | −4 |
| Q4 2025 | 184 | +1 | 800.76M | $228.51B | +2 | — |
| Q3 2025 | 25 | +3 | 506.87M | $84.79B | +3 | −1 |
| Q2 2025 | 20 | -1 | 456.94M | $56.30B | — | −1 |
| Q1 2025 | 18 | -4 | 196.28M | $17.05B | — | −4 |
| Q4 2024 | 22 | 0 | 191.00M | $16.08B | +3 | −3 |
| Q3 2024 | 21 | 0 | 131.29M | $13.61B | +2 | −2 |
| Q2 2024 | 21 | — | 136.16M | $17.90B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 49.66M | — | $4.19B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Capital World Investors ✦ | 41.10M | +63.7% | $3.46B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 37.60M | -0.1% | $3.16B | 2.5% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 24.45M | +3.1% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passif) | 24.45M | +3.1% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passif) | 17.48M | -3.0% | $1.47B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 6.55M | +198.4% | $550.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 6.55M | +198.4% | $550.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 4.19M | +7.7% | $352.98M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 4.19M | +7.7% | $352.98M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 2.98M | -43.5% | $251.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 2.03M | -22.8% | $170.94M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 2.03M | -22.8% | $170.94M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 1.24M | +9.3% | $104.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | Appaloosa ✦ | 1.20M | +14.3% | $100.99M | 1.6% | ▲ Add | 3 | SEC ↗ |
| 22 | Altimeter Capital ✦ | 614.60K | Nouveau | $51.72M | 0.9% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 471.54K | -53.6% | $39.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Duquesne Family Office ✦ | 408.88K | Nouveau | $34.41M | 1.0% | New | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 327.47K | -37.7% | $27.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 204.96K | -92.1% | $17.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Millennium Management ✦ | 179.75K | -92.0% | $15.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 118.60K | -23.7% | $9.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fairfax Financial ✦ | 80.00K | 0.0% | $6.73M | 0.4% | Held | 3 | SEC ↗ |
| 35 | Fisher Asset Management ✦ | 49.78K | -1.4% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 32.10K | -98.8% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Point72 Asset Management ✦ | 30.00K | Nouveau | $2.52M | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Altimeter Capital | $51.72M | 0.9% |
| Duquesne Family Office | $34.41M | 1.0% |
| Point72 Asset Management | $2.52M | 0.0% |
Sorti(e)
| Bridgewater Associates | $102.02M | était 0.6% |
| Arrowstreet Capital | $35.48M | était 0.0% |
| GAMCO Investors | $312,478 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 202 actions, $0 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director · 258 act. · $255,314
Officer, Director · 144 act. · $138,116
Officer, Director · 823 act. · $790,417
Officer, Director · 1.59K act. · $1.53M
Officer, Director · 4.30K act. · $4.15M
Officer, Director · 4.23K act. · $4.07M
Officer, Director · 3.43K act. · $3.31M
Officer, Director · 2.93K act. · $2.83M
Officer, Director · 2.94K act. · $2.84M
Officer, Director · 5.25K act. · $5.08M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie
Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.
BarronsThis article was written by Doug Nathman, with research by his team at Trefis.
ForbesMicron stock was rising on Tuesday as new data showed how far memory-chip prices are set to rise this quarter.
Barrons