Lee Ainslie’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
Q2 | $1.93M | Buy |
+1,673
| New | +$1.25M | 0.02% | 80 |
|
|
2025
Q3 | – | Sell |
-1,096,930
| Closed | -$135M | – | 290 |
|
|
2025
Q2 | $135M | Buy |
1,096,930
+287,760
| +36% | +$26.9M | 2.03% | 17 |
|
|
2025
Q1 | $70.3M | Buy |
809,170
+777,095
| +2,423% | +$74.6M | 1.24% | 26 |
|
|
2024
Q4 | $2.7M | Sell |
32,075
-8,457
| -21% | -$860K | 0.05% | 90 |
|
|
2024
Q3 | $4.2M | Sell |
40,532
-598,107
| -94% | -$62.6M | 0.08% | 63 |
|
|
2024
Q2 | $84M | Buy |
638,639
+620,755
| +3,471% | +$78.2M | 1.59% | 22 |
|
|
2024
Q1 | $2.11M | Sell |
17,884
-5,025
| -22% | -$455K | 0.04% | 87 |
|
|
2023
Q4 | $1.96M | Sell |
22,909
-2,096
| -8% | -$156K | 0.04% | 85 |
|
|
2023
Q3 | $1.7M | Sell |
25,005
-8,744
| -26% | -$586K | 0.04% | 81 |
|
|
2023
Q2 | $2.13M | Buy |
33,749
+20,989
| +164% | +$1.35M | 0.05% | 101 |
|
|
2023
Q1 | $770K | Buy |
12,760
+4,881
| +62% | +$286K | 0.02% | 184 |
|
|
2022
Q4 | $394K | Buy |
7,879
+1,898
| +32% | +$104K | 0.01% | 223 |
|
|
2022
Q3 | $300K | Buy |
+5,981
| New | +$347K | 0.01% | 226 |
|
|
2021
Q4 | – | Sell |
-85,946
| Closed | -$6.1M | – | 527 |
|
|
2021
Q3 | $6.1M | Buy |
85,946
+57,935
| +207% | +$4.35M | 0.06% | 90 |
|
|
2021
Q2 | $2.38M | Sell |
28,011
-10,386
| -27% | -$877K | 0.02% | 148 |
|
|
2021
Q1 | $3.39M | Sell |
38,397
-22,369
| -37% | -$1.9M | 0.03% | 97 |
|
|
2020
Q4 | $4.57M | Buy |
60,766
+20,848
| +52% | +$1.26M | 0.07% | 68 |
|
|
2020
Q3 | $1.88M | Sell |
39,918
-55,652
| -58% | -$2.69M | 0.03% | 153 |
|
|
2020
Q2 | $4.92M | Buy |
95,570
+94,376
| +7,904% | +$4.45M | 0.1% | 58 |
|
|
2020
Q1 | $50K | Sell |
1,194
-2,845
| -70% | -$148K | ﹤0.01% | 450 |
|
|
2019
Q4 | $217K | Sell |
4,039
-3,993
| -50% | -$191K | ﹤0.01% | 332 |
|
|
2019
Q3 | $344K | Sell |
8,032
-4,438
| -36% | -$201K | 0.01% | 327 |
|
|
2019
Q2 | $481K | Sell |
12,470
-118,720
| -90% | -$4.52M | 0.01% | 269 |
|
|
2019
Q1 | $5.42M | Sell |
131,190
-5,170
| -4% | -$200K | 0.07% | 183 |
|
|
2018
Q4 | $4.33M | Buy |
136,360
+20,770
| +18% | +$787K | 0.06% | 200 |
|
|
2018
Q3 | $5.23M | Sell |
115,590
-11,090
| -9% | -$559K | 0.07% | 172 |
|
|
2018
Q2 | $6.64M | Buy |
+126,680
| New | +$6.85M | 0.08% | 155 |
|
|
2016
Q1 | – | Sell |
-101,840
| Closed | -$1.44M | – | 143 |
|
|
2015
Q4 | $1.44M | Buy |
101,840
+14,950
| +17% | +$239K | 0.02% | 62 |
|
|
2015
Q3 | $1.3M | Buy |
86,890
+62,670
| +259% | +$1.08M | 0.02% | 54 |
|
|
2015
Q2 | $456K | Sell |
24,220
-6,005,020
| -100% | -$160M | 0.01% | 57 |
|
|
2015
Q1 | $164M | Buy |
+6,029,240
| New | +$180M | 2.63% | 15 |
|
Other funds holding MU
Lee Ainslie's MU Position: Q2 2026 in Review
Lee Ainslie opened a new position in Micron Technology (MU) in Q2 2026: 1,673 shares worth $1.93M. The stake represents 0.02% of the portfolio and ranks #80 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in MU as recently as Q2 2025.
Lee Ainslie first reported a position in MU in Q1 2015 and has held it in 31 quarters since. The position peaked at $164M in Q1 2015. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Lee Ainslie held 1,673 shares of Micron Technology worth $1.93M as of Q2 2026.
- Micron Technology was a new Lee Ainslie position in Q2 2026.
- Micron Technology made up 0.02% of Lee Ainslie's portfolio in Q2 2026, its #80 holding.
- Lee Ainslie first reported a position in Micron Technology in Q1 2015 and has held it in 31 quarters since.
- Lee Ainslie's Micron Technology position peaked at $164M in Q1 2015.
- 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.