Guy Spier's MU Position Overview
Guy Spier (via Aquamarine Zurich Ag) currently holds 80.0K shares of Micron Technology, Inc. (MU) worth $13.39 M, representing 4.22% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Guy Spier has maintained a strategic position in MU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 80.0K shares. Largest reduction occurred in Q3 2025, reducing 120.0K shares.
Analysis based on 13F filings available since 2013 Q2
Guy Spier's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by Guy Spier
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +120,000 | New Buy | 120,000 | $42.85 |
| Q4 2020 | +80,000 | Add 66.67% | 200,000 | $75.18 |
| Q3 2022 | +200,001 | Add 0.00% | 200,000 | $50.10 |
| Q3 2025 | -120,000 | Reduce 60.00% | 80,000 | $167.32 |
Guy Spier's Micron Technology Investment FAQs
Guy Spier first purchased Micron Technology, Inc. (MU) in Q3 2019, acquiring 120,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Guy Spier has held Micron Technology, Inc. (MU) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Guy Spier's largest addition to Micron Technology, Inc. (MU) was in Q3 2022, adding 200,000 shares worth $10.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Guy Spier's firm, Aquamarine Zurich Ag, owns 80,000 shares of Micron Technology, Inc. (MU), valued at approximately $13.39 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 4.22% of Guy Spier'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.
Guy Spier's peak holding in Micron Technology, Inc. (MU) was 200,000 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.