Question 1

How many shares of MU does Atreides Management, LP own?

Accepted Answer

As of 2026-Q1, Atreides Management, LP holds 760,426 shares of MU (MICRON TECHNOLOGY INC).

Question 2

What is Atreides Management, LP's MU position worth?

Accepted Answer

As of 2026-Q1, Atreides Management, LP's MU position is worth $256.9M.

Question 3

Is Atreides Management, LP buying or selling MU?

Accepted Answer

In 2026-Q1, Atreides Management, LP increased their MU position (+2.9% change in shares).

Question 4

When did Atreides Management, LP first buy MU?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in MU in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	760,426	+2.9%	$256.9M	5.1%	$379.68	62
2025-Q4	Increased	738,916	+1.9%	$210.9M	2.6%	$292.63	54
2025-Q3	Increased	724,957	+928.6%	$121.3M	2.4%	$163.73	83
2025-Q2	Decreased	70,478	-92.1%	$8.7M	0.2%	$124.51	0
2025-Q1	Increased	889,842	+269.9%	$77.3M	2.3%	$88.15	83
2024-Q4	Decreased	240,589	-37.8%	$20.2M	0.4%	$85.03	0
2024-Q3	Decreased	386,550	-46.8%	$40.1M	1.0%	$106.89	0
2024-Q2	Decreased	726,900	-52.8%	$95.6M	3.1%	$130.67	0