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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 192,446 | $222,138,493 | -24% | 7.38% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 173,965 | $200,806,060 | -10% | 4.59% |
| 3. | Walleye Capital Will England | 106,659 | $123,115,417 | +93% | 0.44% |
| 4. | Andar Capital Wen Han Li | 29,700 | $34,282,413 | +643% | 15.39% |
| 5. | Titan Global Capital Clayton Gardner And Joe Percoco | 29,255 | $33,768,498 | -49% | 4.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.50 | 7,820 | $2,639,250.00 | 25,910 | 2026-01-14 | Filing | |
| $336.63 | 3,780 | $1,272,461.40 | 18,090 | 2026-01-14 | Filing | |
| $337.07 | 11,600 | $3,910,012.00 | 14,310 | 2026-01-13 | Filing | |
| $61.73 | 176 | $10,864.48 | 187,072 | 2022-07-26 | Filing | |
| $70.08 | 135 | $9,460.80 | 186,896 | 2022-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $965.85 | 1,002 | $967,781.70 | 304,503 | 2026-07-24 | Filing | |
| $960.00 | 316 | $303,360.00 | 305,505 | 2026-07-24 | Filing | |
| $956.68 | 405 | $387,455.40 | 305,821 | 2026-07-24 | Filing | |
| $956.18 | 1,523 | $1,456,262.14 | 306,226 | 2026-07-24 | Filing | |
| $954.19 | 725 | $691,787.75 | 307,749 | 2026-07-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 104,827,219 | $121,001,011,030 | 1.8% | |
| 2. | 50,075,870 | $57,802,075,982 | 1.71% | |
| 3. | 12,577,500 | $14,518,082,475 | 3.47% | |
| 4. | Imc-chicago, LlcCALL | 10,227,900 | $11,805,962,691 | 2.82% |
| 5. | 7,145,760 | $8,248,279,864 | 1.35% |