← Top Holdings

MUMICRON TECHNOLOGY INC

CUSIP: 595112103

13

Guru Owners

$2.14B

Total Value Held

6.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Leopold AschenbrennerPUT	Situational Awareness LP	1727700	$583.7M	4.27%	$337.84	Q1 2026
David Tepper	Appaloosa Management	1665000	$562.5M	9.48%	$337.84	Q1 2026
Ray Dalio	Bridgewater Associates	1475704	$498.6M	2.23%	$337.84	Q1 2026
Leopold AschenbrennerCALL	Situational Awareness LP	1250000	$422.3M	3.09%	$337.84	Q1 2026
Philippe Laffont	Coatue Management	165931	$56.1M	0.19%	$337.84	Q1 2026
Guy Spier	Aquamarine Capital Management	200000	$11.1M	6.49%	$55.28	Q2 2022
Leopold Aschenbrenner	Situational Awareness LP	17362	$5.9M	0.04%	$337.84	Q1 2026
Whitney Tilson	T2 Partners Management	181420	$2.7M	5.40%	$14.98	Q3 2015
Sequoia Fund	Ruane, Cunniff & Goldfarb	2162	$730K	0.01%	$337.84	Q1 2026
FPA Queens Road	Bragg Financial Advisors	1195	$404K	0.01%	$337.84	Q1 2026
Dan Sundheim	D1 Capital Partners	1000	$338K	0.14%	$337.84	Q1 2026
Mairs & Power	Mairs & Power	693	$234K	0.00%	$337.84	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	23400	$8K	0.23%	$0.34	Q1 2026

Leopold AschenbrennerPUT

$583.7M

4.27%

$562.5M

9.48%

$498.6M

2.23%

Leopold AschenbrennerCALL

$422.3M

3.09%

Philippe Laffont

$56.1M

0.19%

$11.1M

6.49%

Leopold Aschenbrenner

$5.9M

0.04%

$2.7M

5.40%

$730K

0.01%

FPA Queens Road

$404K

0.01%

$338K

0.14%

$234K

0.00%

Stanley Druckenmiller

$8K

0.23%

📊 Fundamentals

Market Cap$1.1T

P/E Ratio22.3x

Near market avg

Forward P/E6.3x

P/FCF138.7x

EPS (TTM)$42.13

Revenue (TTM)$90.3B

Profit Margin55.91%

Div Yield0.06%

Beta2.14

52-Week Range

$103.38

$1255.00

Current: $938.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.3x trailing earnings → 6.3x forward · 55.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2611 owners · $2.13B

NEWLeopold Aschenbrenner$583.7M

REDUCEDDavid Tepper$562.5M

REDUCEDRay Dalio$498.6M

NEWLeopold Aschenbrenner$422.3M

NEWPhilippe Laffont$56.1M

NEWLeopold Aschenbrenner$5.9M

NEWMairs & Power$234K

NEWStanley Druckenmiller$8K

Q4 '256 owners · $754.6M

REDUCEDDavid Tepper$428.1M

INCREASEDRay Dalio$253.9M

REDUCEDDavid Tepper$71.4M

NEWFPA Queens Road$341K

NEWDan Sundheim$285K

SOLDLeopold Aschenbrenner

SOLDFirst Eagle

Q3 '255 owners · $134.9M

REDUCEDDavid Tepper$83.7M

NEWLeopold Aschenbrenner$50.2M

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 · $140.8M

INCREASEDDavid Tepper$101.0M

REDUCEDFirst Eagle$30.3M

REDUCEDLee Ainslie$2.7M

NEWStanley Druckenmiller$34K

SOLDSequoia Fund

💰 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

81%analyst est. 80.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.5%current: 8.5%

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 13 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