Longitude (Cayman)’s Micron Technology MU Stock Holding History

Longitude (Cayman)’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$507K	Buy	+1,500	New	+$588K	0.21%	42
2024 Q4	$6.4M	Buy	76,000 +41,000	+117%	+$4.17M	1.34%	18
2024 Q3	$3.63M	Buy	35,000 +20,000	+133%	+$2.09M	1.06%	23
2024 Q2	$1.97M	Sell	15,000 -3,000	-17%	-$378K	1.25%	24
2024 Q1	$2.12M	Hold	18,000	–	–	1.65%	19
2023 Q4	$1.54M	Sell	18,000 -4,500	-20%	-$334K	0.89%	30
2023 Q3	$1.53M	Sell	22,500 -13,000	-37%	-$871K	0.97%	26
2023 Q2	$2.24M	Buy	35,500 +6,500	+22%	+$418K	1.7%	20
2023 Q1	$1.75M	Buy	29,000 +9,000	+45%	+$527K	1.54%	18
2022 Q4	$1,000K	Sell	20,000 -5,900	-23%	-$323K	1.28%	25
2022 Q3	$1.3M	Sell	25,900 -9,100	-26%	-$528K	2.07%	17
2022 Q2	$1.94M	Sell	35,000 -4,000	-10%	-$272K	2.87%	12
2022 Q1	$3.04M	Sell	39,000 -11,300	-22%	-$963K	2.88%	16
2021 Q4	$4.68M	Sell	50,300 -29,700	-37%	-$2.32M	2.5%	11
2021 Q3	$5.68M	Hold	80,000	–	–	2.5%	13
2021 Q2	$6.8M	Buy	80,000 +2,000	+3%	+$169K	3.22%	9
2021 Q1	$6.88M	Buy	78,000 +13,000	+20%	+$1.1M	2.64%	14
2020 Q4	$4.89M	Buy	+65,000	New	+$3.92M	2.34%	17

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longitude (Cayman)'s MU Position: Q1 2026 in Review

Longitude (Cayman) opened a new position in Micron Technology (MU) in Q1 2026: 1,500 shares worth $507K. The stake represents 0.21% of the portfolio and ranks #42 among its holdings. This is a return to the name: Longitude (Cayman) previously reported a position in MU as recently as Q4 2024.

Longitude (Cayman) first reported a position in MU in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.88M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Longitude (Cayman) held 1,500 shares of Micron Technology worth $507K as of Q1 2026.
Micron Technology was a new Longitude (Cayman) position in Q1 2026.
Micron Technology made up 0.21% of Longitude (Cayman)'s portfolio in Q1 2026, its #42 holding.
Longitude (Cayman) first reported a position in Micron Technology in Q4 2020 and has held it in 18 quarters since.
Longitude (Cayman)'s Micron Technology position peaked at $6.88M in Q1 2021.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Longitude (Cayman)'s 13F filing for Q1 2026, filed 5 May 2026.