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	$3.38M	Buy	+10,000	New	+$3.92M	1.38%	26
2024 Q4	$9.51M	Sell	113,000 -2,000	-2%	-$203K	2%	14
2024 Q3	$11.9M	Buy	+115,000	New	+$12M	3.47%	9
2023 Q4	–	Sell	-10,000	Closed	-$680K	–	57
2023 Q3	$680K	Buy	+10,000	New	+$670K	0.43%	46
2023 Q2	–	Sell	-16,000	Closed	-$965K	–	66
2023 Q1	$965K	Buy	16,000 +1,000	+7%	+$58.6K	0.85%	34
2022 Q4	$750K	Buy	15,000 +5,000	+50%	+$274K	0.96%	33
2022 Q3	$501K	Sell	10,000 -3,500	-26%	-$203K	0.8%	38
2022 Q2	$746K	Buy	+13,500	New	+$917K	1.11%	29
2022 Q1	–	Sell	-50,000	Closed	-$4.66M	–	57
2021 Q4	$4.66M	Sell	50,000 -130,000	-72%	-$10.2M	2.48%	12
2021 Q3	$12.8M	Buy	180,000 +130,000	+260%	+$9.76M	5.63%	6
2021 Q2	$4.25M	Buy	+50,000	New	+$4.22M	2.01%	25
2021 Q1	–	Sell	-20,000	Closed	-$1.5M	–	62
2020 Q4	$1.5M	Buy	+20,000	New	+$1.21M	0.72%	33

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.