David Tepper's MU Position Overview
David Tepper (via Appaloosa Lp) currently holds 1.5 M shares of Micron Technology, Inc. (MU) worth $428.12 M, representing 6.18% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 42 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1 M | Add 200.00% | 1.5 M | $285.41 |
| Q3 2025 | -325,000 | Reduce 39.39% | 500,000 | $167.32 |
| Q2 2025 | +425,000 | Add 106.25% | 825,000 | $123.25 |
| Q1 2025 | -800,000 | Reduce 66.67% | 400,000 | $86.89 |
| Q4 2024 | +150,000 | Add 14.29% | 1.2 M | $84.16 |
| Q3 2024 | -125,000 | Reduce 10.64% | 1.05 M | $103.71 |
| Q2 2024 | -40,000 | Reduce 3.29% | 1.18 M | $131.53 |
| Q4 2023 | -185,000 | Reduce 13.21% | 1.22 M | $85.34 |
| Q2 2023 | +1.4 M | New Buy | 1.4 M | $63.11 |
| Q3 2022 | -575,000 | Sold Out | 0 | $0.00 |
| Q2 2022 | -1.52 M | Reduce 72.62% | 575,000 | $55.28 |
| Q1 2022 | -650,000 | Reduce 23.64% | 2.1 M | $77.89 |
| Q3 2021 | -2.9 M | Reduce 51.35% | 2.75 M | $70.98 |
| Q2 2021 | -1.62 M | Reduce 22.30% | 5.65 M | $84.98 |
| Q1 2021 | -725,000 | Reduce 9.06% | 7.28 M | $88.21 |
| Q4 2020 | -4.25 M | Reduce 34.69% | 8 M | $75.18 |
| Q3 2020 | +2.9 M | Add 31.02% | 12.25 M | $46.96 |
| Q2 2020 | +490,000 | Add 5.53% | 9.35 M | $51.52 |
| Q1 2020 | +760,000 | Add 9.38% | 8.86 M | $42.06 |
| Q4 2019 | +2.1 M | Add 35.00% | 8.1 M | $53.78 |
| Q3 2019 | +5.1 M | Add 566.67% | 6 M | $42.85 |
| Q2 2019 | -18.35 M | Reduce 95.32% | 900,000 | $38.59 |
| Q1 2019 | +3.25 M | Add 20.31% | 19.25 M | $41.33 |
| Q4 2018 | -20 M | Reduce 55.56% | 16 M | $31.73 |
| Q3 2018 | -4.53 M | Reduce 11.17% | 36 M | $45.23 |
| Q2 2018 | +5.12 M | Add 14.47% | 40.53 M | $52.44 |
| Q1 2018 | +7.9 M | Add 28.75% | 35.4 M | $52.14 |
| Q4 2017 | +10.45 M | Add 61.25% | 27.5 M | $41.12 |
| Q3 2017 | +4.15 M | Add 32.20% | 17.05 M | $39.33 |
| Q2 2017 | +6.21 M | Add 92.83% | 12.9 M | $29.86 |
| Q1 2017 | +3.44 M | Add 105.85% | 6.69 M | $28.90 |
| Q4 2016 | +3.25 M | New Buy | 3.25 M | $21.92 |
| Q2 2015 | -3.55 M | Sold Out | 3.55 M | $27.13 |
| Q1 2015 | +3.55 M | New Buy | 3.55 M | $27.13 |
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 42 quarters since Q1 2015.
David Tepper's largest addition to Micron Technology, Inc. (MU) was in Q4 2017, adding 27,500,000 shares worth $1.13 B.
According to the latest 13F filing for Q4 2025, David Tepper's firm, Appaloosa Lp, owns 1,500,000 shares of Micron Technology, Inc. (MU), valued at approximately $428.12 M.
As of the Q4 2025 filing, Micron Technology, Inc. (MU) represents approximately 6.18% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings.
David Tepper's peak holding in Micron Technology, Inc. (MU) was 40,527,800 shares, as reported at the end of Q2 2018.