Ardmore Road Asset Management’s Micron Technology MU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-130,000	Closed	-$11.3M	–	49
2025 Q1	$11.3M	Buy	+130,000	New	+$11.3M	1.16%	32
2024 Q2	–	Sell	-100,000	Closed	-$11.8M	–	48
2024 Q1	$11.8M	Buy	+100,000	New	+$11.8M	2.08%	19