Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (2024)

4 Li Lu Micron Technology Trades

Li Lu acquired 6.83 Million Micron Technology shares worth $466 Million. That's 21.27% of their entire equity portfolio (2nd largest holding). Li Lu started to build up the position in Micron Technology in Q4 2019 and continued to invest until Q3 2020. Since then they sold 4.65 Million shares. The stake costed the investor $332 Million, netting the investor a gain of 40% so far.

Avg closing price

Price range

Q1 2023

Avg closing price $58.60

Price range $50.37 - $63.87

Avg closing price $48.40

Price range $42.66 - $52.64

Q1 2020

Avg closing price $52.00

Price range $34.47 - $59.99

Q4 2019

Avg closing price $47.75

Price range $41.98 - $55.42

News about Micron Technology Inc. and Li Lu

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (1)

Micron Technology: The Big Bets On 1x P/E

Several super-investors (e.g., Mohnish Pabrai and Li Lu) that I closely follow are currently betting heavily on Micron Technology, Inc. Click for my take on MU.

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (2) Seeking Alpha, 24 days ago

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (3)

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Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (4) InvestorPlace, about 2 months ago

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (5)

Market Update – March 30 – Stocks Recover & USD finds a floor

Bank jitters continue to ease, lifting sentiment again, US stocks rallied (+1% to +1.79%) led by the NASDAQ, Asian markets are mixed and European FUTS are po...

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (6) Investor Daily Updates, 2 months ago

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (7)

Micron, Lululemon, Lucid, UBS, Alibaba, and More Stock Market Movers

Micron stock rises as the chip maker says high customer inventories have been showing signs of improvement, while Lululemon surges after issuing better-than-...

Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (8) Barron''s, 2 months ago

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Li Lu: 4 Micron Technology transactions (Himalaya Capital / MU) (2024)

FAQs

Who owns Himalaya capital? ›

Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman and philanthropist. He is the founder and chairman of Himalaya Capital Management.

What stocks does Li Lu own? ›

What stocks does Li Lu own? In Li Lu's portfolio as of 30 Jun 2023, the top 5 holdings are (BAC) BANK OF AMERICA CORP (28.96%), (GOOG) ALPHABET INC-CL C (20.56%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (17.09%), (GOOGL) ALPHABET INC-CL A (16.99%) and (AAPL) APPLE INC (8.22%).

When did Li Lu buy Micron? ›

Li Lu Micron Technology Inc.

Li Lu started to build up the position in Micron Technology in Q4 2019 and continued to invest until Q3 2020. Since then they sold 11.5 Million shares. The investor completely sold their stake between Q1 2023 and Q2 2023.

What is the minimum investment for Himalaya Capital? ›

Himalaya Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Does Li Lu own Alibaba? ›

The first Alibaba Group Holding Ltd - ADR trade was made in Q1 2018. Since then Li Lu bought shares one more times and sold shares on two occasions. The investor sold all their shares in Q2 2020 and doesn't own any shares in Alibaba Group Holding Ltd - ADR anymore.

How did Li Lu make his money? ›

The Strategy That Earned Li Lu Astonishing Returns

While still in university and with the float of his student loan money, Li Lu used the Cigar Butt approach with a little twist of his own, looking for companies that trade dirt cheaply relatively to net asset value, yet with solid earnings.

Is Himalaya Capital a hedge fund? ›

Himalaya Capital is a Washington-based hedge fund manager that was founded by Mr. Li Lu in late 1997. It primarily focuses on investment opportunities in Asia and North America, both in publicly traded securities and privately held companies.

What stocks does Himalaya Capital own? ›

Top 5 stock holdings are BAC, MU, GOOG, BRK. B, GOOGL, and represent 87.61% of Himalaya Capital Management's stock portfolio. Added to shares of these 2 stocks: EWBC (+$127M), BAC (+$100M).

What is the annual return of Himalaya Capital? ›

Himalaya Capital Management Performance History
Performance Metric3-Year Annualized Return3-Year Cumulative Return
Top 20 Holdings Weighted7.68%24.85%
Top 20 Holdings Unweighted6.72%21.55%
Top 50 Holdings Weighted7.68%24.85%
Top 50 Holdings Unweighted6.72%21.55%

Who owns the most Micron stock? ›

Shareholders
NameEquitiesValuation
The Vanguard Group, Inc. 8.344 %91,396,5676 525 M $
Capital Research & Management Co. (Global Investors) 4.916 %53,839,7733 844 M $
PRIMECAP Management Co. 3.371 %36,926,5612 636 M $
Capital Research & Management Co. (World Investors) 2.392 %26,198,1841 870 M $
6 more rows

Does Apple buy from Micron? ›

Apple currently sources memory chips from Samsung and Micron, according to its supplier list.

Who is the biggest investor in Micron? ›

Micron's products are used in personal computers, networks, data centers, and the automotive industry. The top shareholders of Micron are Sanjay Mehrotra, Joel L. Poppen, Manish H. Bhatia, Vanguard Group Inc., BlackRock Inc.

Which country owns Himalaya? ›

Their total area amounts to about 230,000 square miles (595,000 square km). Though India, Nepal, and Bhutan have sovereignty over most of the Himalayas, Pakistan and China also occupy parts of them.

Is Himalaya a private company? ›

HIMALAYA DRUG COMPANY PRIVATE LIMITED is a Private incorporated on 21-05-1997. It is classified as a Non-govt company and is registered at RoC-Bangalore. Their state of registration is Karnataka. Its authorized share capital is 5000000.00 and its paid-up capital is 1002000.00.

Is Himalaya company owned by Tata? ›

Press Trust of India

Tata Consumer Products Ltd (TCPL) on Thursday announced its entry into the honey and preserves category by extending its premium water brand Himalayan into the segment.

Is Himalaya a public company? ›

It's a private unlisted company and is classified as'company limited by shares'.

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