20 hedge funds and family offices disclose a MU position in their latest SEC 13F filing — combined $1.53B in market value. Of those, 8 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Li Lu | Himalaya Capital Management LLC | 6,826,079 | $411.9M | 20.20% | 2023-03-31 |
| 2 | Viking Global | Viking Global Investors LP | 4,424,339 | $279.2M | 1.14% | 2023-06-30 |
| 3 | Ray Dalio | Bridgewater Associates LP | 889,640 | $253.9M | 0.93% | 2025-12-31 |
| 4 | Seth Klarman | BAUPOST GROUP LLC/MA | 3,285,974 | $164.2M | 2.68% | 2022-12-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 1,096,930 | $135.2M | 2.08% | 2025-06-30 |
| 6 | Mohnish Pabrai | Dalal Street, LLC | 1,592,134 | $96.1M | 79.22% | 2023-03-31 |
| 7 | Harry Burn | Sound Shore Management Inc /CT/ | 1,096,241 | $93.6M | 3.24% | 2023-12-31 |
| 8 | Daniel Loeb | Third Point LLC | 275,000 | $36.1M | 0.41% | 2024-06-30 |
| 9 | Stanley Druckenmiller | Duquesne Family Office LLC | 408,885 | $34.4M | 0.97% | 2024-12-31 |
| 10 | Guy Spier | Aquamarine Capital Management, LLC | 200,000 | $11.1M | 6.49% | 2022-06-30 |
| 11 | Prem Watsa | Fairfax Financial Holdings Ltd | 80,000 | $7.0M | 0.38% | 2025-03-31 |
| 12 | George Soros | Soros Fund Management LLC | 30,600 | $4.0M | 0.09% | 2024-06-30 |
| 13 | Donald Yacktman | Yacktman Asset Management LP | 30,000 | $3.9M | 0.04% | 2024-06-30 |
| 14 | Bruce Berkowitz | Fairholme Capital Management LLC | 20,000 | $279K | 0.01% | 2006-12-31 |
| 15 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 448 | $128K | 0.02% | 2025-12-31 |
| 16 | Peter Thiel | Thiel Macro LLC | 10,627 | $112K | 0.50% | 2009-12-31 |
| 17 | David Einhorn | Greenlight Capital Inc | 275,500 | $14K | 0.46% | 2018-06-30 |
| 18 | Alex Roepers | Atlantic Investment Management Inc | 153,122 | $4K | 0.46% | 2017-03-31 |
| 19 | Chase Coleman | Tiger Global Management LLC | 315,000 | $3K | 0.33% | 2005-06-30 |
| 20 | Christopher Davis | Davis Selected Advisers, LP | 12,828 | $383 | 0.00% | 2017-06-30 |
As of the latest 13F window, 20 tracked superinvestors hold MU. The largest disclosed position is Li Lu at $411.9M (20.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MU, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
