LongMUAug 2026
Micron Technology
Micron is Ashva Capital's largest position because the fund believes the economics of the historically cyclical memory industry may be becoming structurally more attractive. AI…
MU
Which hedge funds are long MU?
9 published ideas on Micron Technology across 8 funds — 9 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Micron Technology: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- Ashva Capital Management LLC
- Minotaur Global Opportunities Fund
- Minotaur Global Opportunities Fund / Minotaur Capital Management Pty Ltd
- BlackRock Science and Technology Term Trust
- TCW Concentrated Large Cap Growth Fund
- Baron Opportunity Fund
- Aristotle Core Equity Fund
- Sands Capital Management, LLC - Select Growth
Long theses
LongMUJul 2026
Micron Technology Inc.
Micron is part of Minotaur's core memory thesis that AI demand is outrunning supply and that the cycle should persist longer than the market expects. The fund highlights roughly…
LongMUJul 2026
Micron Technology, Inc.
Minotaur believes Micron benefits from the same structural memory shortage underpinning its broader thesis: AI demand is rising faster than supply and new capacity is constrained…
LongMUJul 2026
Micron Technology, Inc.
Minotaur sees Micron as a beneficiary of the same AI-driven memory shortage that supports its broader memory thesis. A key difference from prior cycles is the contractual…
LongMUJun 2026
Micron Technology
Micron Technology was a 4.5% position and one of BSTZ's ten largest holdings at quarter-end. BlackRock views AI infrastructure as a core portfolio pillar and is selectively…
LongMUJun 2026
Micron Technology, Inc.
TCW purchased Micron as a direct beneficiary of the AI infrastructure buildout, which is turning memory from a commodity component into a mission-critical strategic asset. The…
LongMUJun 2026
Micron Technology, Inc.
Micron is benefiting from a structural AI bottleneck because inference performance increasingly depends on memory bandwidth and capacity as well as compute. The manager expects…
LongMUJun 2026
Micron Technology
Aristotle initiated Micron because it believes the memory industry has entered a structurally longer and stronger upcycle than the traditional two- to three-year cycle…
LongMUJun 2026
Micron Technology
Micron was added to increase exposure to memory, which Sands views as a critical bottleneck in AI infrastructure. Agentic AI requires greater context, faster retrieval, and more…