Discovery Capital 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
2023 Q2	–	Sell	-400,000	Closed	-$24.1M	–	78
2023 Q1	$24.1M	Buy	+400,000	New	+$23.4M	2.74%	11
2022 Q1	–	Sell	-150,000	Closed	-$14M	–	92
2021 Q4	$14M	Buy	+150,000	New	+$11.7M	1.05%	23
2021 Q2	–	Sell	-100,000	Closed	-$8.82M	–	72
2021 Q1	$8.82M	Buy	+100,000	New	+$8.48M	1.18%	21
2020 Q4	–	Sell	-100,000	Closed	-$4.7M	–	71
2020 Q3	$4.7M	Buy	+100,000	New	+$4.84M	0.72%	35
2017 Q3	–	Sell	-500,000	Closed	-$14.9M	–	63
2017 Q2	$14.9M	Buy	+500,000	New	+$14.6M	0.36%	47
2016 Q4	–	Sell	-4,000,000	Closed	-$71.1M	–	114
2016 Q3	$71.1M	Buy	+4,000,000	New	+$61M	1.51%	24