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 Q2	$7.73M	Sell	6,700 -3,300	-33%	-$2.47M	2.46%	12
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Longitude (Cayman)'s MU Position: Q2 2026 in Review

Longitude (Cayman) reduced its Micron Technology (MU) stake by 23% in Q2 2026, selling an estimated $262K and leaving 1,150 shares worth $1.33M. The position accounts for 0.42% of the portfolio, ranked #41.

Longitude (Cayman) first reported a position in MU in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.88M in Q1 2021. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Longitude (Cayman) held 1,150 shares of Micron Technology worth $1.33M as of Q2 2026.
Longitude (Cayman) sold 350 Micron Technology shares in Q2 2026, an estimated $262K.
Micron Technology made up 0.42% of Longitude (Cayman)'s portfolio in Q2 2026, its #41 holding.
Longitude (Cayman) first reported a position in Micron Technology in Q4 2020 and has held it in 19 quarters since.
Longitude (Cayman)'s Micron Technology position peaked at $6.88M in Q1 2021.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Longitude (Cayman)'s 13F filing for Q2 2026, filed 12 Aug 2026.