← Top Holdings

MUMICRON TECHNOLOGY INC

CUSIP: 595112103

🔥 Bought by 4 superinvestors this quarter

13

Guru Owners

$2.14B

Total Value Held

6.7M

Total Shares

$583.7M
4.27%
$562.5M
9.48%
$498.6M
2.23%
$422.3M
3.09%
$56.1M
0.19%
$11.1M
6.49%
$5.9M
0.04%
$2.7M
5.40%
$730K
0.01%
$404K
0.01%
$338K
0.14%
$234K
0.00%
$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

$0$532.7M$1.07B$1.60B$2.13BQ2 '14Q2 '15Q1 '21Q1 '22Q1 '24Q1 '25Q1 '26

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
SOLDPrem Watsa
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
SOLDRay Dalio
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
SELLRo KhannaD
$1,001 - $15,0002025-11-20
SELLRo KhannaD
$1,001 - $15,0002025-11-13
SELLRo KhannaD
$1,001 - $15,0002025-11-10
SELLRo KhannaD
$1,001 - $15,0002025-11-05
SELLRo KhannaD
$1,001 - $15,0002025-10-24
SELLRo KhannaD
$1,001 - $15,0002025-10-23
SELLRo KhannaD
$1,001 - $15,0002025-10-22
SELLRo KhannaD
$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
SELLRo KhannaD
$50,001 - $100,0002025-06-26
SELLRo KhannaD
$1,001 - $15,0002025-06-25
SELLRo KhannaD
$1,001 - $15,0002025-06-24
SELLRo KhannaD
$1,001 - $15,0002025-06-17
SELLJohn BoozmanR
$1,001 - $15,0002025-06-11
MU Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker