Micron or AMD: One AI Chip Stock Is Worth Buying, the Other Overvalued, Says Investor
Micron (NASDAQ:MU) and Advanced Micro Devices (NASDAQ:AMD) have been two of this year’s biggest AI-chip winners, but neither stock escaped the semi...
Micron Technology Inc (MU)
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Sector: Semiconductors & Related Devices
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. | Zevenbergen Capital Investments Nancy Zevenbergen | 173,965 | $200,806,060 | -10% | 4.59% |
| 2. | Lee Munder Capital Group Lee Munder | 25,422 | $29,344,360 | -46% | 1.57% |
| 3. | Bailard Inc Thomas Bailard | 20,946 | $24,177,805 | -5% | 0.49% |
| 4. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 4,033 | $4,655,252 | -53% | 2.06% |
| 5. | Ayrshire Capital Management John Nevin Jr. | 2,257 | $2,605,233 | 1.22% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,924,413 | $3,375,620,682 | 1.93% | |
| 2. | 2,378,237 | $2,745,175,185 | 2.37% | |
| 3. | 1,370,200 | $1,581,608,158 | 1.81% | |
| 4. | 1,325,376 | $1,529,868,263 | 2.26% | |
| 5. | 1,222,797 | $1,411,462,349 | 2.76% |
News See All
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