Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures
Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns.
Alphabet Inc. (GOOGL)
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Sector: Communication Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 39,989,840 | $14,291,169,577 | +3% | 4.26% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 7,316,252 | $2,585,051,365 | -2% | 4.31% |
| 3. | Egerton Capital Limited John Armitage | 3,291,594 | $1,163,018,908 | -5% | 11.24% |
| 4. | Markel Gayner Asset Management Tom Gayner | 2,749,860 | $971,608,033 | 7.4% | |
| 5. | Fisher Asset Management Ken Fisher | 1,693,700 | $598,435,444 | -2% | 0.18% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2,537.39 | 100 | $253,739.00 | 18,651,500 | 2022-03-07 | Filing | |
| $817.00 | 7,371,008 | $6,022,113,536.00 | 4,492,628,992 | 2017-02-02 | Filing | |
| $0.00 | 10,000,000 | $10,000.00 | 10,000,000 | 2016-12-27 | Filing | |
| $0.00 | 4,500,000,000 | $4,500,000.00 | 4,500,000,000 | 2016-12-27 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $333.39 | 82 | $27,337.98 | 18,914 | 2026-07-30 | Filing | |
| $333.20 | 449 | $149,606.80 | 27,386 | 2026-07-29 | Filing | |
| $351.90 | 80 | $28,152.00 | 75,290 | 2026-06-29 | Filing | |
| $351.21 | 2,358 | $828,153.18 | 75,370 | 2026-06-29 | Filing | |
| $350.49 | 2,400 | $841,176.00 | 77,728 | 2026-06-29 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 460,972,803 | $164,737,850,334 | 2.45% | |
| 2. | 369,922,502 | $130,704,717,750 | 1.94% | |
| 3. | 238,977,259 | $85,403,303,049 | 2.53% | |
| 4. | 190,923,442 | $67,458,979,762 | 2% | |
| 5. | 39,216,785 | $14,014,902,610 | 2.3% |
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