MU
Micron Technology Inc
Micron Technology Inc historical holders
total: 21
Appaloosa Management Micron Technology Inc transactions over time
- Total transactions:
- 35
- New positions:
- 3
- Sold out:
- 2
- Added:
- 16
- Reduced:
- 14
- Held since:
- 2023 Q2
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q1
David Tepper has been an institutional investor in Micron Technology Inc (MU) since 2015 Q1. According to 2026 Q1 report, David Tepper holds 1,665,000 shares with a market value of roughly $562.50M representing 9.48% of their equity portfolio. The fund/company first acquired MU in 2015 Q1, initially purchasing about 3.55M shares. David Tepper later completely sold out the position and reinvested in MU again in 2023 Q2. Since the initial investment, Appaloosa Management has made 34 more transactions in this position.
Does David Tepper still hold MU?
Yes, David Tepper continues to hold Micron Technology Inc (MU). According to their 2026 Q1 report, they maintain a position of 1,665,000 shares valued at approximately $562.50M, representing 9.48% of their equity portfolio.
When did David Tepper first invest in MU?
David Tepper first invested in Micron Technology Inc (MU) in 2015 Q1 at the reported quarter-end price of $27.13 per share, acquiring 3,553,207 shares in their initial purchase.
What is David Tepper's average cost basis for MU?
Based on historical transaction data, David Tepper's estimated cost basis for Micron Technology Inc (MU) is approximately $157.49 per share. This represents their average reported price* across all buy transactions.
Has David Tepper reinvested in MU after selling?
Yes, David Tepper has shown renewed interest in Micron Technology Inc (MU). After completely selling their position, they reinitiated an investment in 2023 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $157.49
- Weighted AVG sell price:
- $107.05
MU transactions history by Appaloosa Management
35 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
9.48%
|
1,665,000
|
$337.84
|
$562,503,600
|
+11.00% (+165,000)
|
+0.94%
|
|
2025 Q4
|
6.25%
|
1,500,000
|
$285.41
|
$428,115,000
|
+200.00% (+1,000,000)
|
+4.16%
|
|
2025 Q3
|
1.13%
|
500,000
|
$167.32
|
$83,660,000
|
-39.39% (-325,000)
|
-0.84%
|
|
2025 Q2
|
1.58%
|
825,000
|
$123.25
|
$101,681,250
|
+106.25% (+425,000)
|
+0.81%
|
|
2025 Q1
|
0.62%
|
400,000
|
$86.89
|
$34,756,000
|
-66.67% (-800,000)
|
-1.08%
|
|
2024 Q4
|
1.56%
|
1,200,000
|
$84.16
|
$100,992,000
|
+14.29% (+150,000)
|
+0.2%
|
|
2024 Q3
|
1.62%
|
1,050,000
|
$103.71
|
$108,895,500
|
-10.64% (-125,000)
|
-0.21%
|
|
2024 Q2
|
2.50%
|
1,175,000
|
$131.53
|
$154,547,750
|
-3.29% (-40,000)
|
-0.08%
|
|
2023 Q4
|
1.83%
|
1,215,000
|
$85.34
|
$103,688,100
|
-13.21% (-185,000)
|
-0.31%
|
|
2023 Q2
|
1.64%
|
1,400,000
|
$63.11
|
$88,354,000
|
new
|
+1.64%
|
|
2022 Q3
|
0.00%
|
$55.28
|
-100% (-575,000)
|
|||
|
2022 Q2
|
2.00%
|
$55.28
|
-72.62% (-1,525,000)
|
|||
|
2022 Q1
|
6.55%
|
$77.89
|
-23.64% (-650,000)
|
|||
|
2021 Q3
|
4.65%
|
$70.98
|
-51.35% (-2,902,691)
|
|||
|
2021 Q2
|
9.94%
|
$84.98
|
-22.30% (-1,622,309)
|
|||
|
2021 Q1
|
9.22%
|
$88.21
|
-9.06% (-725,000)
|
|||
|
2020 Q4
|
8.99%
|
$75.18
|
-34.69% (-4,250,000)
|
|||
|
2020 Q3
|
10.17%
|
$46.96
|
+31.02% (+2,900,000)
|
|||
|
2020 Q2
|
8.37%
|
$51.52
|
+5.53% (+490,000)
|
|||
|
2020 Q1
|
11.39%
|
$42.06
|
+9.38% (+760,000)
|
|||
|
2019 Q4
|
10.94%
|
$53.78
|
+35.00% (+2,100,000)
|
|||
|
2019 Q3
|
7.53%
|
$42.85
|
+566.67% (+5,100,000)
|
|||
|
2019 Q2
|
1.46%
|
$38.59
|
-95.32% (-18,350,000)
|
|||
|
2019 Q1
|
23.17%
|
$41.33
|
+20.31% (+3,250,000)
|
|||
|
2018 Q4
|
25.10%
|
$31.73
|
-55.56% (-20,000,000)
|
|||
|
2018 Q3
|
28.62%
|
$45.23
|
-11.17% (-4,527,800)
|
|||
|
2018 Q2
|
24.33%
|
$52.44
|
+14.47% (+5,122,800)
|
|||
|
2018 Q1
|
19.00%
|
$52.14
|
+28.75% (+7,905,000)
|
|||
|
2017 Q4
|
10.79%
|
$41.12
|
+61.25% (+10,446,001)
|
|||
|
2017 Q3
|
9.71%
|
$39.33
|
+32.20% (+4,153,999)
|
|||
|
2017 Q2
|
5.72%
|
$29.86
|
+92.83% (+6,210,000)
|
|||
|
2017 Q1
|
3.37%
|
$28.90
|
+105.85% (+3,440,000)
|
|||
|
2016 Q4
|
1.32%
|
$21.92
|
new
|
|||
|
2015 Q2
|
0.00%
|
$27.13
|
-100% (-3,553,207)
|
|||
|
2015 Q1
|
2.29%
|
$27.13
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.