How many shares of MU does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 214,598 shares of MU (MICRON TECHNOLOGY INC).

What is &PARTNERS's MU position worth?

As of 2026-Q2, &PARTNERS's MU position is worth $248.6M.

In 2026-Q2, &PARTNERS increased their MU position (+11.0% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in MU in 2019-Q4. They have held the position across 27 quarters.

Position history for &PARTNERS's holdings in MICRON TECHNOLOGY INC

Current Value

$248.6M

Current Shares

214,598

Total Value Change

+$248.3M

Total Shares Change

+210,263

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	214,598	+11.0%	$248.6M	1.0%	$1,154.11	54
2026-Q1	Increased	193,267	+7.6%	$72.8M	0.4%	$379.68	38
2025-Q4	Increased	179,683	+11.0%	$51.3M	0.3%	$292.63	39
2025-Q3	Increased	161,832	+130.7%	$27.1M	0.2%	$163.73	55
2025-Q2	Increased	70,158	+6.3%	$8.6M	0.1%	$124.51	29
2025-Q1	Increased	65,983	+36.7%	$5.8M	0.1%	$88.15	35
2024-Q4	Increased	48,254	+92.5%	$4.3M	0.1%	$85.03	42
2024-Q3	Increased	25,064	+102.7%	$2.6M	0.1%	$106.89	42
2024-Q2	Increased	12,364	+15.2%	$1.6M	0.1%	$130.67	29
2024-Q1	Increased	10,733	+38.1%	$1.3M	0.2%	$117.12	40
2023-Q4	Increased	7,772	+1.1%	$663,010	0.2%	$84.70	30
2023-Q3	Increased	7,690	+1.5%	$523,151	0.2%	$67.32	29
2023-Q2	Increased	7,575	+1.8%	$478,058	0.2%	$63.54	29
2023-Q1	Decreased	7,440	-6.3%	$448,930	0.2%	$62.19	0
2022-Q4	Decreased	7,943	-8.8%	$396,991	0.2%	$49.26	0
2022-Q3	Unchanged	8,710	0.0%	$436,000	0.3%	$49.08	0
2022-Q2	Increased	8,710	+65.0%	$481,000	0.3%	$54.87	42
2022-Q1	Increased	5,280	+7.2%	$411,000	0.2%	$77.43	31
2021-Q4	Unchanged	4,925	0.0%	$463,000	0.3%	$91.74	0
2021-Q3	Unchanged	4,925	0.0%	$350,000	0.2%	$69.90	0
2021-Q2	Unchanged	4,925	0.0%	$419,000	0.3%	$80.91	0
2021-Q1	Decreased	4,925	-4.8%	$434,000	0.3%	$84.44	0
2020-Q4	Increased	5,175	+2.0%	$389,000	0.3%	$70.17	29
2020-Q3	Increased	5,075	+5.2%	$238,000	0.2%	$49.48	29
2020-Q2	Decreased	4,825	-10.4%	$249,000	0.3%	$47.96	0
2020-Q1	Increased	5,385	+24.2%	$226,000	0.4%	$43.44	34
2019-Q4	New	4,335	-	$233,000	0.3%	$51.92	38