Quarry LP’s Micron Technology MU Stock Holding History

Quarry LP’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
2023 Q2	–	Sell	-52,500	Closed	-$3.17M	–	1264
2023 Q1	$3.17M	Buy	+52,500	New	+$3.08M	0.69%	47

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

Quarry LP's MU Position: Q1 2026 in Review

Quarry LP increased its Micron Technology (MU) stake by 483% in Q1 2026, buying an estimated $698K and bringing the position to 2,152 shares worth $727K. The position accounts for 0.13% of the portfolio, ranked #122.

Quarry LP first reported a position in MU in Q3 2023 and has held it in 11 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Quarry LP held 2,152 shares of Micron Technology worth $727K as of Q1 2026.
Quarry LP bought 1,783 Micron Technology shares in Q1 2026, an estimated $698K.
Micron Technology made up 0.13% of Quarry LP's portfolio in Q1 2026, its #122 holding.
Quarry LP first reported a position in Micron Technology in Q3 2023 and has held it in 11 quarters since.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.