MU
Micron Technology, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -18.2% ·
flujo de acciones +2.8% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 195 | +8 | 723.78M | $832.11B | +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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 54.28M | +32.1% | $4.72B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 50.02M | +0.7% | $4.35B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 37.28M | -0.8% | $3.24B | 2.7% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 25.38M | +3.8% | $2.20B | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 14.40M | -17.6% | $1.25B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 6.35M | -3.1% | $551.34M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 8 | Millennium Management ✦ | 2.00M | +1010.5% | $173.45M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 1.17M | -5.6% | $101.74M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.11M | -45.3% | $96.54M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Marshall Wace ✦ | 591.24K | +80.5% | $51.37M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Appaloosa ✦ | 400.00K | -66.7% | $34.76M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 14 | D. E. Shaw & Co. ✦ | 162.50K | -96.1% | $14.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 133.56K | +12.6% | $11.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 16 | Fairfax Financial ✦ | 80.00K | 0.0% | $6.95M | 0.4% | Held | 4 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 49.78K | 0.0% | $4.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 25.80K | -19.6% | $2.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Altimeter Capital | $51.72M | era 0.9% |
| Duquesne Family Office | $34.41M | era 1.0% |
| Renaissance Technologies | $17.25M | era 0.0% |
| Point72 Asset Management | $2.52M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 202 acciones, $0 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 144 acc. · $138,116
Officer, Director · 823 acc. · $790,417
Officer, Director · 1.59K acc. · $1.53M
Officer, Director · 4.30K acc. · $4.15M
Officer, Director · 4.23K acc. · $4.07M
Officer, Director · 3.43K acc. · $3.31M
Officer, Director · 2.93K acc. · $2.83M
Officer, Director · 2.94K acc. · $2.84M
Officer, Director · 5.25K acc. · $5.08M
Officer, Director · 2.85K acc. · $2.76M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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