MU
Micron Technology, Inc. · Technology · Semiconductors
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +5.5% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 24.45M | +3.1% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (被动) | 24.45M | +3.1% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (被动) | 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 | 新增 | $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 | 新增 | $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 | 新增 | $2.52M | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Altimeter Capital | $51.72M | 0.9% |
| Duquesne Family Office | $34.41M | 1.0% |
| Point72 Asset Management | $2.52M | 0.0% |
已清仓
| Bridgewater Associates | $102.02M | 曾为 0.6% |
| Arrowstreet Capital | $35.48M | 曾为 0.0% |
| GAMCO Investors | $312,478 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 202 股份, $0 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 258 股 · $255,314
Officer, Director · 144 股 · $138,116
Officer, Director · 823 股 · $790,417
Officer, Director · 1.59K 股 · $1.53M
Officer, Director · 4.30K 股 · $4.15M
Officer, Director · 4.23K 股 · $4.07M
Officer, Director · 3.43K 股 · $3.31M
Officer, Director · 2.93K 股 · $2.83M
Officer, Director · 2.94K 股 · $2.84M
Officer, Director · 5.25K 股 · $5.08M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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