MU
Micron Technology, Inc. · Technology · Semiconductors
モメンタム指標(同類マネージャー):
保有者の広がり -18.2% ·
株式フロー +2.8% ·
新規ネットポジション数 -20.0%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
すべての保有状況データ:追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2025
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 54.28M | +32.1% | $4.72B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (パッシブ) | 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 ✦ (パッシブ) | 25.38M | +3.8% | $2.20B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (パッシブ) | 25.38M | +3.8% | $2.20B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Norges Bank ✦ (パッシブ) | 14.40M | -17.6% | $1.25B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 6.35M | -3.1% | $551.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 6.35M | -3.1% | $551.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 2.69M | -9.8% | $233.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 2.00M | +1010.5% | $173.45M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 1.17M | -5.6% | $101.74M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.11M | -45.3% | $96.54M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 591.24K | +80.5% | $51.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 591.24K | +80.5% | $51.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | Appaloosa ✦ | 400.00K | -66.7% | $34.76M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 167.30K | -64.5% | $14.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 162.50K | -96.1% | $14.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 162.50K | -96.1% | $14.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 133.56K | +12.6% | $11.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | Fairfax Financial ✦ | 80.00K | 0.0% | $6.95M | 0.4% | Held | 4 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 49.78K | 0.0% | $4.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 25.80K | -19.6% | $2.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合(確信度の指標)。✦ = キュレーション済みマネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Altimeter Capital | $51.72M | だった 0.9% |
| Duquesne Family Office | $34.41M | だった 1.0% |
| Renaissance Technologies | $17.25M | だった 0.0% |
| Point72 Asset Management | $2.52M | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象(SEC構造化データ、 Q1 2026): 1 保有者, 202 株式数, $0 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。
市場内買い付け (P)
カバレッジ期間内にインサイダーによる市場内買い付けはありません。
市場内売却 (S)
Officer, Director · 258 株 · $255,314
Officer, Director · 144 株 · $138,116
Officer, Director · 823 株 · $790,417
Officer, Director · 1.59K 株 · $1.53M
Officer, Director · 4.30K 株 · $4.15M
Officer, Director · 4.23K 株 · $4.07M
Officer, Director · 3.43K 株 · $3.31M
Officer, Director · 2.93K 株 · $2.83M
Officer, Director · 2.94K 株 · $2.84M
Officer, Director · 5.25K 株 · $5.08M
株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。 方法論
This 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.
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