Joho Capital’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,361,697
Closed -$51.4M 13
2013
Q4
$51.4M Sell
2,361,697
-2,467,000
-51% -$53.7M 3.52% 12
2013
Q3
$84.4M Sell
4,828,697
-558,000
-10% -$9.75M 6.33% 6
2013
Q2
$77.2M Buy
+5,386,697
New +$77.2M 6.62% 6