Baupost Group’s Micron Technology MU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,285,974	Closed	-$164M	–	33
2022 Q4	$164M	Hold	3,285,974	–	–	2.68%	15
2022 Q3	$165M	Buy	3,285,974 +550,000	+20%	+$27.6M	2.84%	13
2022 Q2	$151M	Sell	2,735,974 -375,000	-12%	-$20.7M	2.23%	18
2022 Q1	$242M	Sell	3,110,974 -139,442	-4%	-$10.9M	2.61%	13
2021 Q4	$303M	Sell	3,250,416 -3,913,000	-55%	-$364M	2.99%	11
2021 Q3	$508M	Hold	7,163,416	–	–	4.67%	7
2021 Q2	$609M	Buy	7,163,416 +1,740,000	+32%	+$148M	4.94%	7
2021 Q1	$478M	Buy	5,423,416 +201,416	+4%	+$17.8M	3.81%	8
2020 Q4	$393M	Hold	5,222,000	–	–	3.62%	7
2020 Q3	$245M	Buy	+5,222,000	New	+$245M	2.65%	12
2016 Q1	–	Sell	-1,000,000	Closed	-$14.2M	–	38
2015 Q4	$14.2M	Hold	1,000,000	–	–	0.26%	31
2015 Q3	$15M	Sell	1,000,000 -18,706,035	-95%	-$280M	0.25%	35
2015 Q2	$371M	Hold	19,706,035	–	–	6.19%	5
2015 Q1	$535M	Hold	19,706,035	–	–	8.98%	4
2014 Q4	$690M	Sell	19,706,035 -31,949,399	-62%	-$1.12B	13.55%	3
2014 Q3	$1.77B	Hold	51,655,434	–	–	30.82%	1
2014 Q2	$1.7B	Hold	51,655,434	–	–	27.72%	1
2014 Q1	$1.22B	Hold	51,655,434	–	–	29.54%	1
2013 Q4	$1.12B	Sell	51,655,434 -12,344,566	-19%	-$268M	31.83%	1
2013 Q3	$1.12B	Buy	64,000,000 +22,500,000	+54%	+$393M	31.95%	1
2013 Q2	$595M	Buy	+41,500,000	New	+$595M	14.79%	4