Oriental Harbor Investment Master Fund 13F: Adds $3.5M to MU Stake

Oriental Harbor Investment Master Fund boosted its holdings in Micron Technology, Inc. (MU) by 2.2% during the quarter, according to a Form 13F filing on October 22, 2026. The fund added 3,306 shares to its portfolio, bringing its total stake to 150,893 shares. The reported value of the position stood at approximately $160.7 million at the close of the period.

MU Micron Technology, Inc.

$856.49 ▲ +171.74% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Oriental Harbor Investment Master Fund's Micron Position

The fund expanded its prior holding of 147,587 shares by 3,306 shares, marking a 2.2% increase for the quarter. This addition brings the total value of the position to $160,717,643 based on filings submitted to the Securities and Exchange Commission.

Other Institutional Activity in Micron Technology, Inc.

Other institutional investors adjusted their positions in Micron during the same period. Perigon Wealth Management cut its holdings by 2,349 shares, ending with 29,670 shares valued at about $31.6 million. RMR Wealth Builders trimmed its stake by 924 shares to hold 11,686 shares worth roughly $12.4 million. SBI Securities reduced its position by 27,192 shares, concluding the quarter with 84,966 shares valued at about $90.5 million. On the other hand, Quilter grew its holdings by 50,313 shares, ending with 131,610 shares worth approximately $140.2 million. Livforsakringsbolaget Skandia, Omsesidigt pared back its stake by 2,680 shares to hold 97,582 shares valued at about $103.9 million.

Micron Technology, Inc. Stock Down 4.4%

Micron shares recently traded around $857.01 as of October 23, 2026, up about 0.1% from the previous session's close of $856.49 on October 22, 2026. The stock trades about 17.9% above its 200-day moving average of $726.85, though it sits roughly 31.7% below its 52-week high of $1,255.00.

Recent Earnings

Micron Technology, Inc. generated trailing-twelve-month revenue of $133.2 billion alongside earnings of $74.33 per share. The company posted a net profit margin of 63.8% and an 88.3% return on equity. Its next earnings report is scheduled for December 23, 2026.

Dividend

The company pays an annual dividend rate of $0.60 per share, yielding 0.07% with a payout ratio of 0.7%.

Insider Buying and Selling at Micron Technology, Inc.

Several company insiders completed transactions in recent months. Chief Executive Officer Sanjay Mehrotra sold 31,285 shares on July 24, 2026, for a total value of about $29.0 million, and later sold 40,000 shares on August 21, 2026, valued at roughly $38.8 million. Officer Sumit Sadana disposed of 15,000 shares at $934.29 per share on August 18, 2026, totaling about $14.0 million. President Scott J. Deboer sold 28,544 shares on October 16, 2026, worth approximately $25.7 million.

Analysts Set New Price Targets

Analyst firms updated their outlooks on the stock ahead of the filing. Mizuho maintained an Outperform rating while raising its price target from $1300.00 to $1400.00 on October 1, 2026. DA Davidson kept a Buy rating and lifted its target from $2100.00 to $3000.00 on October 7, 2026. Rosenblatt kept a Buy rating with a $1900.00 target on October 13, 2026, and reiterated that stance on October 22, 2026. Needham also reiterated a Buy rating with a $1650.00 target on October 22, 2026. Across the street, the stock carries a strong buy consensus with 46 analyst opinions and an average target of $1,560.57.

About Micron Technology, Inc.

Headquartered in Boise, Idaho, Micron Technology, Inc. designs and manufactures semiconductor memory and storage solutions. The company serves global markets through segments focused on cloud memory, core data centers, mobile and client applications, and automotive systems.

Bottom Line

Investors will look toward Micron's next earnings report on December 23, 2026, for further updates on financial performance and segment growth. Institutional filings and insider transaction trends continue to draw attention as the stock navigates its current market range.