What smart money is saying about Micron Technology

MU · Technology · Semiconductors · Market cap $1106.01B

1 fund in our archive has pitched Micron Technology — most recently ClearBridge Investments Large Cap Growth Strategy in June 2026.

Company profile

Micron Technology, Inc. is a global leader specializing in the development, manufacture, and sale of advanced semiconductor memory and storage solutions. Its operations are structured across four primary business segments: Compute and Networking, Mobile, Storage, and Embedded. The company's product portfolio encompasses a range of memory and data storage technologies. These include high-speed, low-latency Dynamic Random Access Memory (DRAM) components for rapid data retrieval; non-volatile, re-programmable NAND flash storage devices; and fast-read, non-volatile, re-writable NOR memory chips. These innovative solutions are offered under its well-known Micron and Crucial brands, as well as through private label partnerships. Micron's extensive offerings cater to a diverse array of markets and applications. This includes critical infrastructure like cloud servers and enterprise data centers, personal computing (client and graphics), mobile devices such as smartphones, networking equipment, automotive systems, industrial applications, and various consumer electronics. The company utilizes a multi-faceted approach to market its products, employing a direct sales force, independent sales representatives, and a network of distributors and retailers. Additionally, it leverages a web-based direct sales channel and collaborates with various channel and distribution partners. Founded in 1978, Micron Technology, Inc. is headquartered in Boise, Idaho.

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Reported positions

Bought

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Letters

Fund activity · 4 positions · 3 moves

New positionClearBridge Investments Large Cap Growth Strategy
June 2026
“we also initiated a position in Micron, a leading memory provider that we believe is well-positioned to benefit from growing AI infrastructure investment as AI data centers require significantly more memory than traditional computing systems.”
Read the letterMicron Technology
HoldsClearBridge Investments Value Strategy
June 2026
“Within IT, stock selection was beneficial, led by Micron Technology, the Strategy’s best-performing holding for the quarter.”
Read the letterMicron Technology
New positionClearBridge Investments Appreciation Strategy
June 2026
“During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.”
Read the letterMicron Technology
ExitedDeep Sail Capital Partners
June 2026
“The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
Read the letterMicron Technology

Also mentioned · 28

These funds discuss Micron Technology — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedGuinness Global Equity Income Fund
July 2026
“Memory player Micron has explicitly pointed to cleanroom constraints, long construction lead times and limited DRAM and NAND supply all constraining server demand.”
Read the letterMicron Technology
MentionedGuinness Global Innovators Fund
July 2026
“Memory player Micron has explicitly pointed to cleanroom constraints, long construction lead times and limited DRAM and NAND supply all constraining server demand.”
Read the letterMicron Technology
MentionedGuinness Global Quality Mid Cap Fund
July 2026
“Memory player Micron has explicitly pointed to cleanroom constraints, long construction lead times and limited DRAM/NAND supply, all constraining server demand.”
Read the letterMicron Technology
MentionedLongriver Partners Fund
July 2026
“Most leading- edge logic is manufactured by TSMC, while SK hynix, Samsung and Micron supply the memory.”
Read the letterMicron Technology
MentionedGoodhart Partners Global Future Leaders Fund
June 2026
“Improving fundamentals across both logic and memory now mean Micron, SK Hynix, Intel, Tesla and others can all afford to pay up for the tools they need to stay competitive.”
Read the letterMicron Technology
MentionedGuinness Global Equity Income Fund
June 2026
Named in a table in Guinness Global Equity Income Fund’s letter.
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MentionedBaillie Gifford Global Income Growth
June 2026
“our aversion to deeply cyclical stocks meant we sat on the sidelines as memory stocks SK Hynix and Micron surged”
Read the letterMicron Technology
MentionedBaillie Gifford Global Durable Growth
June 2026
“our aversion to deeply cyclical stocks meant we sat on the sidelines as memory stocks SK Hynix and Micron surged as investors searched for the next AI bottleneck.”
Read the letterMicron Technology
MentionedHarding Loevner Global Developed Markets Equity
June 2026
“that’s why a shortage of memory chips over the past several months has translated into substantial pricing power for Samsung Electronics, SK hynix, and Micron Technology.”
Read the letterMicron Technology
MentionedHarding Loevner Global Equity ADR
June 2026
“The semiconductor boom greatly benefited chipmakers the portfolio doesn’t hold, including AMD, Intel, Micron, and SK hynix, all of which posted triple-digit gains.”
Read the letterMicron Technology
MentionedBaillie Gifford US Equity Growth
June 2026
“Not owning memory companies such as Micron and Sandisk, whose share prices rose sharply (in the range of 200 percent plus in just three months), detracted from relative performance.”
Read the letterMicron Technology
MentionedHosking Partners
June 2026
Named in a table in Hosking Partners’s letter.
Read the letterMicron Technology
MentionedWedgewood Partners Large Cap Focused Strategy
June 2026
“More recent demand signals from customers - including Nvidia, Broadcom, and even Micron - indicate AI-related growth of over 50% per annum through 2029.”
Read the letterMicron Technology
MentionedBristlemoon Capital Bristlemoon Global Fund
June 2026
“Micron, the third member of the memory oligopoly, guided to north of $45 billion capex for FY27, which would exceed the cumulative capex spent from FY22-FY25.”
Read the letterMicron Technology
MentionedHotchkis & Wiley Large Cap Disciplined Value
June 2026
“Micron and Intel were two of the three largest detractors, because we did not own them and each returned more than +200% as constituents of our benchmark.”
Read the letterMicron Technology
MentionedBlack Bear Value Partners Black Bear Value Fund, LP
June 2026
“Earlier this year Bank of America notes that the “AI Big Ten” – the Magnificent Seven plus Broadcom, AMD, and Micron – represented roughly 40% of the total U.S. market capitalization.”
Read the letterMicron Technology
MentionedEast72 Dynasty Trust
June 2026
“We attended a fabulous morning debate on the industry with back-to-back presentations1 on Micron Technologies (MU), TSMC and ASML”
Read the letterMicron Technology
MentionedWarden Capital War Cap
June 2026
“Micron has only spent ~$125 billion in capex in its entire history”
Read the letterMicron Technology
MentionedBrasada CM Brasada Private Accounts
June 2026
“the example below of Micron (a historically cyclical memory business) and Mastercard (a historically secular payments company) may help explain the different concepts here:”
Read the letterMicron Technology
MentionedHarding Loevner Global Equity
June 2026
“That’s why a shortage of memory chips over the past several months has translated into substantial pricing power for Samsung Electronics, SK hynix, and Micron Technology.”
Read the letterMicron Technology
MentionedHarding Loevner International Equity
June 2026
“the most advanced memory chips can be produced by three large competitors, Samsung, SK hynix, and Micron.”
Read the letterMicron Technology
MentionedHarding Loevner International Developed Markets Equity
June 2026
“the most advanced memory chips can be produced by three large competitors, Samsung, SK hynix, and Micron.”
Read the letterMicron Technology
MentionedClearBridge Investments Dividend Strategy
June 2026
“Shares of Micron, the largest producer of storage chips, skyrocketed 240%, adding over $900 billion of market cap — more than the entire market capitalization of Exxon Mobil, Johnson & Johnson or JPMorgan Chase.”
Read the letterMicron Technology
MentionedHotchkis & Wiley Large Cap Fundamental Value
June 2026
“Micron, Intel, and SanDisk—which together comprised a Russell 1000 Value weight of more than 4%—each more than tripled during the quarter.”
Read the letterMicron Technology
MentionedHotchkis & Wiley Value Opportunities
June 2026
“Micron was the largest detractor, because we did not own it, and it returned more than +200% as constituents of our benchmark.”
Read the letterMicron Technology
MentionedCDT
May 2026
“Today, our Cisco is Micron, a manufacturer of memory chips used in all forms of modern computing from your phone and laptop to large data centers.”
Read the letterMicron Technology
MentionedHL Global Equity
May 2026
“But the absence of others from our portfolio, particularly memory chip makers Micron and SK hynix, has hurt relative returns.”
Read the letterMicron Technology
MentionedHL Global Developed Markets Equity
May 2026
“the absence of others from our portfolio, particularly memory chip maker Micron and chip designer Advanced Micro Devices, has hurt relative returns.”
Read the letterMicron Technology

Fund coverage · 1 thesis

ClearBridge Investments Large Cap Growth Strategy
June 2026
Micron Technology is a leading memory provider positioned to benefit from AI infrastructure investment and offers differentiated exposure to the AI buildout.
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