← Top Holdings

MUMICRON TECHNOLOGY INC

CUSIP: 595112103

🔥 Bought by 3 superinvestors this quarter

6

Guru Owners

$765.4M

Total Value Held

2.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
David Tepper	Appaloosa Management	1500000	$428.1M	6.18%	$285.41	Q4 2025
Ray Dalio	Bridgewater Associates	889640	$253.9M	0.93%	$285.41	Q4 2025
David TepperCALL	Appaloosa Management	250000	$71.4M	1.03%	$285.41	Q4 2025
Guy Spier	Aquamarine Capital Management	200000	$11.1M	6.49%	$55.28	Q2 2022
Sequoia Fund	Ruane, Cunniff & Goldfarb	2162	$617K	0.01%	$285.41	Q4 2025
FPA Queens Road	Bragg Financial Advisors	1195	$341K	0.01%	$285.41	Q4 2025

$428.1M

6.18%

$253.9M

0.93%

David TepperCALL

$71.4M

1.03%

$11.1M

6.49%

$617K

0.01%

FPA Queens Road

$341K

0.01%

📊 Fundamentals

Market Cap$505.7B

P/E Ratio21.1x

Near market avg

Forward P/E4.4x

P/FCF174.8x

EPS (TTM)$21.21

Revenue (TTM)$58.1B

Profit Margin41.49%

Div Yield0.13%

Beta1.61

52-Week Range

$67.44

$471.34

Current: $448.42

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.1x trailing earnings → 4.4x forward · 41.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '255 owners · $754.3M

REDUCEDDavid Tepper$428.1M

INCREASEDRay Dalio$253.9M

REDUCEDDavid Tepper$71.4M

NEWFPA Queens Road$341K

SOLDFirst Eagle

Q3 '254 owners · $84.7M

REDUCEDDavid Tepper$83.7M

REDUCEDFirst Eagle$416K

NEWRay Dalio$284K

SOLDLee Ainslie

Q2 '254 owners · $269.1M

REDUCEDLee Ainslie$135.2M

INCREASEDDavid Tepper$101.7M

REDUCEDFirst Eagle$32.0M

NEWSequoia Fund$266K

Q1 '254 owners · $143.3M

INCREASEDLee Ainslie$70.3M

INCREASEDDavid Tepper$34.8M

REDUCEDFirst Eagle$31.3M

SOLDStanley Druckenmiller

Q4 '245 owners · $175.2M

INCREASEDDavid Tepper$101.0M

NEWStanley Druckenmiller$34.4M

REDUCEDFirst Eagle$30.3M

REDUCEDLee Ainslie$2.7M

SOLDSequoia Fund

Q3 '246 owners · $261.1M

REDUCEDDavid Tepper$108.9M

NEWRay Dalio$102.0M

REDUCEDFirst Eagle$37.5M

INCREASEDPrem Watsa$8.3M

REDUCEDLee Ainslie$4.2M

SOLDDaniel Loeb

SOLDDonald Yacktman

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

55%analyst est. 55.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: 5.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MU: Held by 6 superinvestors · 46 congress member trades

SELLJohn BoozmanR

$1,001 - $15,0002026-01-26

SELLJohn BoozmanR

$1,001 - $15,0002026-01-08

$1,001 - $15,0002025-11-20

$1,001 - $15,0002025-11-13

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-05

$1,001 - $15,0002025-10-24

$1,001 - $15,0002025-10-23

$1,001 - $15,0002025-10-22

$1,001 - $15,0002025-10-03

SELLJulia LetlowR

$1,001 - $15,0002025-10-01

SELLJohn BoozmanR

$1,001 - $15,0002025-08-22

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-07-22

SELLJohn BoozmanR

$1,001 - $15,0002025-07-01

$50,001 - $100,0002025-06-26

$1,001 - $15,0002025-06-25

$1,001 - $15,0002025-06-24

$1,001 - $15,0002025-06-17

SELLJohn BoozmanR

$1,001 - $15,0002025-06-11

MU Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker