Question 1

Does LMR Partners own MU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LMR Partners holds 40,806 shares of MU (Micron Technology), worth $47.1M.

Question 2

How many shares of MU does LMR Partners own?

Accepted Answer

As of its Q2 2026 13F, LMR Partners holds 40,806 shares of MU (Micron Technology).

Question 3

What is LMR Partners' MU position worth?

Accepted Answer

As of its Q2 2026 13F, LMR Partners' MU position is worth $47.1M.

Question 4

Is LMR Partners buying or selling MU?

Accepted Answer

In Q2 2026, LMR Partners reduced its MU position by 442,195 shares (-91.6%).

Question 5

When did LMR Partners first buy MU?

Accepted Answer

LMR Partners already held MU in its Q1 2019 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	40,806	-91.5%	$47.1M	0.2%	$1,154.11	0
2026-Q1	Increased	483,001	+47.7%	$163.2M	0.4%	$337.79	50
2025-Q4	Increased	326,947	+55.7%	$93.3M	0.2%	$285.25	51
2025-Q3	Increased	210,000	+3866.8%	$35.1M	0.2%	$167.05	56
2025-Q2	Decreased	5,294	-95.2%	$652,485	0.0%	$122.94	0
2025-Q1	Increased	109,424	+134.4%	$9.5M	0.1%	$86.67	45
2024-Q4	Decreased	46,681	-59.9%	$3.9M	0.0%	$83.84	0
2024-Q3	New	116,431	—	$12.1M	0.1%	$103.06	39