David Tepper's MU Position Overview
David Tepper (via Appaloosa Lp) currently holds 500,000 shares of Micron Technology, Inc. (MU) worth $83.66 M, representing 1.13% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, David Tepper has maintained a long-term strategic position in MU, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 10.45 M shares. Largest reduction occurred in Q4 2018, reducing 20 M shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by David Tepper
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +3.55 M | New Buy | 3.55 M | $27.13 |
| Q2 2015 | -3.55 M | Sold Out | 3.55 M | $0.00 |
| Q4 2016 | +3.25 M | New Buy | 3.25 M | $21.92 |
| Q1 2017 | +3.44 M | Add 105.85% | 6.69 M | $28.90 |
| Q2 2017 | +6.21 M | Add 92.83% | 12.9 M | $29.86 |
| Q3 2017 | +4.15 M | Add 32.20% | 17.05 M | $39.33 |
| Q4 2017 | +10.45 M | Add 61.25% | 27.5 M | $41.12 |
| Q1 2018 | +7.9 M | Add 28.75% | 35.4 M | $52.14 |
| Q2 2018 | +5.12 M | Add 14.47% | 40.53 M | $52.44 |
| Q3 2018 | -4.53 M | Reduce 11.17% | 36 M | $45.23 |
| Q4 2018 | -20 M | Reduce 55.56% | 16 M | $31.73 |
| Q1 2019 | +3.25 M | Add 20.31% | 19.25 M | $41.33 |
| Q2 2019 | -18.35 M | Reduce 95.32% | 900,000 | $38.59 |
| Q3 2019 | +5.1 M | Add 566.67% | 6 M | $42.85 |
| Q4 2019 | +2.1 M | Add 35.00% | 8.1 M | $53.78 |
| Q1 2020 | +760,000 | Add 9.38% | 8.86 M | $42.06 |
| Q2 2020 | +490,000 | Add 5.53% | 9.35 M | $51.52 |
| Q3 2020 | +2.9 M | Add 31.02% | 12.25 M | $46.96 |
| Q4 2020 | -4.25 M | Reduce 34.69% | 8 M | $75.18 |
| Q1 2021 | -725,000 | Reduce 9.06% | 7.28 M | $88.21 |
| Q2 2021 | -1.62 M | Reduce 22.30% | 5.65 M | $84.98 |
| Q3 2021 | -2.9 M | Reduce 51.35% | 2.75 M | $70.98 |
| Q1 2022 | -650,000 | Reduce 23.64% | 2.1 M | $77.89 |
| Q2 2022 | -1.52 M | Reduce 72.62% | 575,000 | $55.28 |
| Q3 2022 | -575,000 | Sold Out | 575,000 | $0.00 |
| Q2 2023 | +1.4 M | New Buy | 1.4 M | $63.11 |
| Q4 2023 | -185,000 | Reduce 13.21% | 1.22 M | $85.34 |
| Q2 2024 | -40,000 | Reduce 3.29% | 1.18 M | $131.53 |
| Q3 2024 | -125,000 | Reduce 10.64% | 1.05 M | $103.71 |
| Q4 2024 | +150,000 | Add 14.29% | 1.2 M | $84.16 |
| Q1 2025 | -800,000 | Reduce 66.67% | 400,000 | $86.89 |
| Q2 2025 | +425,000 | Add 106.25% | 825,000 | $123.25 |
| Q3 2025 | -325,000 | Reduce 39.39% | 500,000 | $167.32 |
David Tepper's Micron Technology Investment FAQs
David Tepper first purchased Micron Technology, Inc. (MU) in Q1 2015, acquiring 3,553,207 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Micron Technology, Inc. (MU) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to Micron Technology, Inc. (MU) was in Q4 2017, adding 27,500,000 shares worth $1.13 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 500,000 shares of Micron Technology, Inc. (MU), valued at approximately $83.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Micron Technology, Inc. (MU) represents approximately 1.13% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's peak holding in Micron Technology, Inc. (MU) was 40,527,800 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.