David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
Holdings Activity Buys Sells    History
Holding/activity history for  Micron Technology, Inc. (MU)
← All MU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,665,000 9.48 Add 11.00% 0.94 $311.49–981.00 · VW $754.50i $562,503,600 SEC
2025   Q4 1,500,000 6.25 Add 200.00% 4.17 $221.69–455.50 · VW $363.19i $428,115,000 SEC
2025   Q3 500,000 1.13 Reduce 39.39% 0.62 $114.25–260.58 · VW $203.77i $83,660,000 SEC
2025   Q2 825,000 1.58 Add 106.25% 0.81 $94.40–129.85 · VW $114.42i $101,681,250 SEC
2025   Q1 400,000 0.62 Reduce 66.67% 1.04 $61.54–104.69 · VW $86.90i $34,756,000 SEC
2024   Q4 1,200,000 1.56 Add 14.29% 0.20 $83.54–112.04 · VW $96.40i $100,992,000 SEC
2024   Q3 1,050,000 1.62 Reduce 10.64% 0.27 $84.12–114.80 · VW $98.96i $108,895,500 SEC
2024   Q2 1,175,000 2.50 Reduce 3.29% 0.07 $84.91–157.54 · VW $112.90i $154,547,750 SEC
2024   Q1 1,215,000 2.14 $117.89 $143,236,350 SEC
2023   Q4 1,215,000 1.83 Reduce 13.21% 0.25 $72.93–92.75 · VW $85.43i $103,688,100 SEC
2023   Q3 1,400,000 1.88 $68.03 $95,242,000 SEC
2023   Q2 1,400,000 1.64 Buy 1.64 $60.50–72.34 · VW $67.59i $88,354,000 SEC
2022   Q3 0 0.00 Sell 100.00% 2.00 $48.45–64.44 · VW $56.85i SEC
2022   Q2 575,000 2.00 Reduce 72.62% 4.77 $51.40–75.41 · VW $61.11i $31,786,000 SEC
2022   Q1 2,100,000 6.57 Reduce 23.64% 1.56 $65.86–94.07 · VW $77.92i $163,569,000 SEC
2021   Q4 2,750,000 6.60 $93.15 $256,163,000 SEC
2021   Q3 2,750,000 4.67 Reduce 51.35% 5.14 $65.67–87.71 · VW $79.13i $195,195,000 SEC
2021   Q2 5,652,691 10.00 Reduce 22.30% 2.06 $68.81–85.76 · VW $76.09i $480,366,000 SEC
2021   Q1 7,275,000 9.23 Reduce 9.06% 0.82 $76.16–96.96 · VW $85.75i $641,728,000 SEC
2020   Q4 8,000,000 9.01 Reduce 34.69% 3.53 $65.14–93.10 · VW $83.26i $601,440,000 SEC
2020   Q3 12,250,000 10.18 Add 31.02% 2.41 $44.45–65.25 · VW $57.93i $575,260,000 SEC
2020   Q2 9,350,000 8.37 Add 5.53% 0.44 $42.25–54.82 · VW $47.53i $481,712,000 SEC
2020   Q1 8,860,000 11.41 Add 9.38% 0.98 $31.13–55.61 · VW $44.88i $372,652,000 SEC
2019   Q4 8,100,000 11.06 Add 35.00% 2.87 $44.55–61.19 · VW $52.77i $435,618,000 SEC
2019   Q3 6,000,000 7.61 Add 566.67% 6.47 $41.75–51.39 · VW $46.88i $257,100,000 SEC
2019   Q2 900,000 1.48 Reduce 95.32% 22.32 $32.14–48.70 · VW $42.04i $34,731,000 SEC
2019   Q1 19,250,000 23.41 Add 20.31% 3.95 $32.17–44.85 · VW $36.54i $795,603,000 SEC
2018   Q4 16,000,000 25.52 Reduce 55.56% 16.21 $28.39–43.99 · VW $37.75i $507,680,000 SEC
2018   Q3 36,000,000 29.18 Reduce 11.17% 2.77 $33.82–52.30 · VW $41.56i $1,628,280,000 SEC
2018   Q2 40,527,800 24.81 Add 14.47% 3.14 $45.62–62.55 · VW $53.56i $2,125,278,000 SEC
2018   Q1 35,405,000 19.25 Add 28.75% 4.30 $45.32–64.66 · VW $55.86i $1,846,017,000 SEC
2017   Q4 27,500,000 10.91 Add 61.25% 4.14 $37.52–49.46 · VW $45.26i $1,130,800,000 SEC
2017   Q3 17,053,999 9.81 Add 32.20% 2.39 $31.65–49.89 · VW $41.31i $670,734,000 SEC
2017   Q2 12,900,000 5.77 Add 92.83% 2.78 $26.85–32.96 · VW $30.59i $385,194,000 SEC
2017   Q1 6,690,000 3.42 Add 105.85% 1.76 $24.07–31.10 · VW $28.65i $193,341,000 SEC
2016   Q4 3,250,000 1.32 Buy 1.32 $18.18–25.31 · VW $22.31i $71,240,000 SEC
2015   Q2 0 0.00 Sell 100.00% 2.29 $13.50–28.53 · VW $19.48i SEC
2015   Q1 3,553,207 2.29 Buy 2.29 $25.61–31.50 · VW $28.35i $96,399,000 SEC
2011   Q4 0 0.00 Sell 100.00% 4.61 $5.31–9.16 · VW $7.67i SEC
2011   Q3 8,785,444 4.61 Reduce 39.54% 1.64 $3.97–7.42 · VW $5.79i $44,279,000 SEC
2011   Q2 14,531,650 4.14 Add 19.08% 0.66 $5.18–10.03 · VW $7.04i $108,697,000 SEC
2011   Q1 12,202,840 5.29 Reduce 31.31% 1.61 $9.43–11.89 · VW $10.51i $139,845,000 SEC
2010   Q4 17,764,518 5.15 Buy 5.15 $7.32–11.95 · VW $10.13i $142,471,000 SEC
2007   Q2 0 0.00 Sell 100.00% 6.49 $10.30–14.20 · VW $11.98i SEC
2007   Q1 7,200,000 6.49 Reduce 60.42% 8.05 $10.88–12.66 · VW $11.91i $86,976,000 SEC
2006   Q4 18,188,931 13.33 Reduce 24.99% 5.19 $11.76–15.05 · VW $12.89i $253,917,000 SEC
2006   Q3 24,250,000 20.77 Add 25.73% 4.25 $13.51–18.65 · VW $15.59i $421,950,000 SEC
2006   Q2 19,286,836 20.67 Buy 20.67 $13.98–17.59 · VW $16.28i $290,460,000 SEC
Price snapshot:
Current price$937.00
Avg. buy price$233.54
+/- since buy301.22%
52-week low$103.21
52-week high$1,254.81