Question 1

How many shares of MU does Rokos Capital Management LLP own?

Accepted Answer

As of 2026-Q1, Rokos Capital Management LLP holds 193,239 shares of MU (MICRON TECHNOLOGY INC).

Question 2

What is Rokos Capital Management LLP's MU position worth?

Accepted Answer

As of 2026-Q1, Rokos Capital Management LLP's MU position is worth $65.3M.

Question 3

Is Rokos Capital Management LLP buying or selling MU?

Accepted Answer

In 2026-Q1, Rokos Capital Management LLP decreased their MU position (-66.1% change in shares).

Question 4

When did Rokos Capital Management LLP first buy MU?

Accepted Answer

Based on available 13F filings, Rokos Capital Management LLP first reported a position in MU in 2024-Q2. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	193,239	-66.1%	$65.3M	0.5%	$379.68	0
2025-Q4	Decreased	569,743	-42.3%	$162.6M	0.6%	$292.63	0
2025-Q3	Decreased	987,168	-22.4%	$165.2M	0.7%	$163.73	0
2025-Q2	Increased	1.3M	+110.4%	$156.8M	0.7%	$124.51	69
2025-Q1	Increased	604,619	+16.9%	$52.5M	0.5%	$88.15	48
2024-Q4	New	517,303	—	$43.5M	0.4%	$85.03	48
2024-Q3	Exited	0	-100.0%	$0	0.0%	$106.89	0
2024-Q2	Increased	2.3M	+174.4%	$299.8M	1.9%	$130.67	79