Atreides Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $257M | Buy |
760,426
+21,510
| +3% | +$8.43M | 6.26% | 5 |
|
|
2025
Q4 | $211M | Buy |
738,916
+13,959
| +2% | +$3.2M | 4.47% | 9 |
|
|
2025
Q3 | $121M | Buy |
724,957
+654,479
| +929% | +$83.7M | 3.15% | 9 |
|
|
2025
Q2 | $8.69M | Sell |
70,478
-819,364
| -92% | -$76.5M | 0.24% | 44 |
|
|
2025
Q1 | $77.3M | Buy |
889,842
+649,253
| +270% | +$62.4M | 2.81% | 17 |
|
|
2024
Q4 | $20.2M | Sell |
240,589
-145,961
| -38% | -$14.8M | 0.64% | 36 |
|
|
2024
Q3 | $40.1M | Sell |
386,550
-340,350
| -47% | -$35.6M | 1.35% | 29 |
|
|
2024
Q2 | $95.6M | Sell |
726,900
-811,926
| -53% | -$102M | 3.12% | 15 |
|
|
2024
Q1 | $181M | Buy |
+1,538,826
| New | +$139M | 5.44% | 7 |
|
|
2023
Q4 | – | Sell |
-705,463
| Closed | -$48M | – | 44 |
|
|
2023
Q3 | $48M | Sell |
705,463
-517,704
| -42% | -$34.7M | 1.67% | 19 |
|
|
2023
Q2 | $77.2M | Buy |
1,223,167
+302,209
| +33% | +$19.4M | 2.34% | 20 |
|
|
2023
Q1 | $55.6M | Buy |
+920,958
| New | +$54M | 1.97% | 22 |
|
|
2022
Q2 | – | Sell |
-507,808
| Closed | -$39.6M | – | 47 |
|
|
2022
Q1 | $39.6M | Sell |
507,808
-961,869
| -65% | -$82M | 1.41% | 25 |
|
|
2021
Q4 | $137M | Buy |
1,469,677
+757,865
| +106% | +$59.2M | 4.33% | 10 |
|
|
2021
Q3 | $50.5M | Sell |
711,812
-274,350
| -28% | -$20.6M | 1.29% | 28 |
|
|
2021
Q2 | $83.8M | Buy |
986,162
+140,260
| +17% | +$11.8M | 2.14% | 22 |
|
|
2021
Q1 | $74.6M | Buy |
845,902
+315,652
| +60% | +$26.8M | 2.4% | 17 |
|
|
2020
Q4 | $39.9M | Sell |
530,250
-421,000
| -44% | -$25.4M | 2.65% | 19 |
|
|
2020
Q3 | $44.7M | Buy |
951,250
+124,400
| +15% | +$6.02M | 5.2% | 10 |
|
|
2020
Q2 | $42.6M | Buy |
826,850
+406,550
| +97% | +$19.2M | 6.14% | 5 |
|
|
2020
Q1 | $17.7M | Buy |
420,300
+290,500
| +224% | +$15.1M | 3.91% | 13 |
|
|
2019
Q4 | $6.98M | Buy |
+129,800
| New | +$6.2M | 1.69% | 23 |
|
Other funds holding MU
VCM
VPM
